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
5476
$409K ﹤0.01%
+30,036
5477
$409K ﹤0.01%
5,167
-2,660
5478
$407K ﹤0.01%
4,459
-7,698
5479
$407K ﹤0.01%
43,650
+22,416
5480
$406K ﹤0.01%
15,154
+18
5481
$406K ﹤0.01%
15,789
+7,028
5482
$405K ﹤0.01%
40,144
-40,577
5483
$405K ﹤0.01%
5,372
-184
5484
$405K ﹤0.01%
17,011
+13,253
5485
$404K ﹤0.01%
35,060
+472
5486
$402K ﹤0.01%
7,406
-5,345
5487
$402K ﹤0.01%
7
5488
$400K ﹤0.01%
12,842
-4,623
5489
$400K ﹤0.01%
+11,930
5490
$399K ﹤0.01%
80,159
+60,638
5491
$398K ﹤0.01%
114,106
-45,190
5492
$396K ﹤0.01%
18,914
-127,101
5493
$396K ﹤0.01%
21,253
-18,238
5494
$396K ﹤0.01%
7,374
+1,660
5495
$395K ﹤0.01%
54,700
-60
5496
$394K ﹤0.01%
5,970
+2,945
5497
$394K ﹤0.01%
18,766
-516
5498
$391K ﹤0.01%
16
-1
5499
$391K ﹤0.01%
164,426
-203,870
5500
$390K ﹤0.01%
43,310
-1,021
218 219
220
221 222