Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742B
AUM Growth
-$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,325
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.5B
3
+$1.47B
4
ABNB icon
Airbnb
ABNB
+$850M
5
U icon
Unity
U
+$651M

Top Sells

1
+$2.24B
2
+$1.33B
3
+$1.19B
4
AMZN icon
Amazon
AMZN
+$997M
5
BABA icon
Alibaba
BABA
+$940M

Sector Composition

1 Technology 20.47%
2 Healthcare 9.82%
3 Financials 9.14%
4 Consumer Discretionary 8.85%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5426
$448K ﹤0.01%
45,978
+11,289
5427
$447K ﹤0.01%
41,334
+1,146
5428
$446K ﹤0.01%
25,754
-124,322
5429
$445K ﹤0.01%
71,916
+61
5430
$444K ﹤0.01%
25,126
+3,919
5431
$444K ﹤0.01%
6,839
-257
5432
$444K ﹤0.01%
79,524
-57,210
5433
$443K ﹤0.01%
17,590
-24,531
5434
$443K ﹤0.01%
38,880
-10,814
5435
$442K ﹤0.01%
81,189
-85,475
5436
$440K ﹤0.01%
16,827
-878
5437
$439K ﹤0.01%
15,197
+2,590
5438
$438K ﹤0.01%
8,765
-6,010
5439
$437K ﹤0.01%
23,477
-1,628
5440
$435K ﹤0.01%
317,925
-200,307
5441
$435K ﹤0.01%
11,267
+972
5442
$435K ﹤0.01%
14,265
-3,948
5443
$434K ﹤0.01%
3,317
+2,651
5444
$434K ﹤0.01%
50,125
-32,077
5445
$433K ﹤0.01%
53,014
-34,322
5446
$433K ﹤0.01%
18,595
+243
5447
$430K ﹤0.01%
1,339
-100
5448
$429K ﹤0.01%
15,564
+2,959
5449
$429K ﹤0.01%
20,675
+8,250
5450
$428K ﹤0.01%
+45,239
216 217
218
219 220