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
5526
$373K ﹤0.01%
7,303
+5,887
5527
$371K ﹤0.01%
22,490
-2,193
5528
$371K ﹤0.01%
+13,277
5529
$370K ﹤0.01%
11,344
-10,204
5530
$369K ﹤0.01%
54,762
-1
5531
$369K ﹤0.01%
73,768
+71,853
5532
$368K ﹤0.01%
19,489
-10,844
5533
$368K ﹤0.01%
3,674
+3,483
5534
$365K ﹤0.01%
17,738
-948
5535
$364K ﹤0.01%
37,061
+480
5536
$364K ﹤0.01%
25,074
-8,091
5537
$364K ﹤0.01%
25,983
-63,562
5538
$364K ﹤0.01%
+2,914
5539
$364K ﹤0.01%
12,071
-28,828
5540
$364K ﹤0.01%
+79,480
5541
$362K ﹤0.01%
10,151
-35,732
5542
$361K ﹤0.01%
5,100
+3,960
5543
$359K ﹤0.01%
3,584
-210
5544
$357K ﹤0.01%
22,655
-6,293
5545
$356K ﹤0.01%
4,572
+4,495
5546
$356K ﹤0.01%
680,497
-1,310,393
5547
$354K ﹤0.01%
15,818
-1,166
5548
$354K ﹤0.01%
5,574
-966
5549
$354K ﹤0.01%
7,121
+40
5550
$351K ﹤0.01%
5,752
+134
220 221
222
223 224