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
5551
$351K ﹤0.01%
86,659
+15,304
5552
$351K ﹤0.01%
34,558
+18,802
5553
$350K ﹤0.01%
+33,218
5554
$350K ﹤0.01%
16,493
-22,618
5555
$349K ﹤0.01%
9,772
+4,415
5556
$348K ﹤0.01%
51,233
-20,295
5557
$348K ﹤0.01%
27,832
+13,777
5558
$346K ﹤0.01%
8,096
-1,520
5559
$345K ﹤0.01%
7,339
+7,300
5560
$345K ﹤0.01%
5,362
-389
5561
$345K ﹤0.01%
15,636
-3,038
5562
$344K ﹤0.01%
19,628
-1,179
5563
$343K ﹤0.01%
14,086
+2,715
5564
$342K ﹤0.01%
3,421
-1,177
5565
$342K ﹤0.01%
14,880
+6,337
5566
$340K ﹤0.01%
7,196
-99
5567
$340K ﹤0.01%
619
-69
5568
$340K ﹤0.01%
+1
5569
$340K ﹤0.01%
25,470
-800
5570
$340K ﹤0.01%
34,355
+19,284
5571
$339K ﹤0.01%
32,800
+250
5572
$339K ﹤0.01%
+33,546
5573
$338K ﹤0.01%
3,499
+2,804
5574
$335K ﹤0.01%
+54,776
5575
$335K ﹤0.01%
24,608
-1,726
221 222
223
224 225