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
5576
$334K ﹤0.01%
+33,614
5577
$333K ﹤0.01%
27,325
+5,866
5578
$333K ﹤0.01%
37,342
+20,946
5579
$333K ﹤0.01%
32,895
+7,731
5580
$333K ﹤0.01%
23,043
-15,710
5581
$332K ﹤0.01%
17,011
+59
5582
$331K ﹤0.01%
6,533
-286
5583
$331K ﹤0.01%
9,302
+683
5584
$330K ﹤0.01%
32,511
-2,300
5585
$329K ﹤0.01%
67,118
-6,115
5586
$327K ﹤0.01%
17,963
+8,437
5587
$327K ﹤0.01%
3,160
-4,515
5588
$327K ﹤0.01%
2,278
-1,202
5589
$326K ﹤0.01%
19,668
+1,190
5590
$326K ﹤0.01%
105,243
-14,346
5591
$325K ﹤0.01%
13,074
+4,464
5592
$325K ﹤0.01%
35
-216
5593
$323K ﹤0.01%
20,204
-150
5594
$323K ﹤0.01%
2,385
+560
5595
$323K ﹤0.01%
32,028
+53
5596
$322K ﹤0.01%
22,081
+9,231
5597
$321K ﹤0.01%
10,411
-3,737
5598
$319K ﹤0.01%
+10,406
5599
$317K ﹤0.01%
3,828
-12,391
5600
$317K ﹤0.01%
25,270
-453,124
222 223
224
225 226