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
5601
$316K ﹤0.01%
125,343
-3,419
5602
$316K ﹤0.01%
+91,600
5603
$315K ﹤0.01%
1,722
+715
5604
$314K ﹤0.01%
32,712
+1,621
5605
$313K ﹤0.01%
9,156
+2,179
5606
$313K ﹤0.01%
16,915
+1,539
5607
$313K ﹤0.01%
6,093
+2,004
5608
$313K ﹤0.01%
8,140
-10,533
5609
$312K ﹤0.01%
6,818
-6,953
5610
$312K ﹤0.01%
13,576
-19,808
5611
$311K ﹤0.01%
17,547
-2,437
5612
$310K ﹤0.01%
+12,592
5613
$310K ﹤0.01%
6,108
+6,008
5614
$310K ﹤0.01%
36,381
-33,560
5615
$310K ﹤0.01%
24,321
-55,763
5616
$310K ﹤0.01%
31,426
-3,825
5617
$309K ﹤0.01%
7,993
+3,194
5618
$309K ﹤0.01%
6,215
+628
5619
$308K ﹤0.01%
99,873
+17,777
5620
$307K ﹤0.01%
4,911
-186
5621
$305K ﹤0.01%
698
-412
5622
$305K ﹤0.01%
+27,600
5623
$305K ﹤0.01%
122,123
+85,756
5624
$304K ﹤0.01%
359
+258
5625
$303K ﹤0.01%
11,922
-11,314
223 224
225
226 227