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
5676
$275K ﹤0.01%
+1,078
5677
$275K ﹤0.01%
17,689
+638
5678
$275K ﹤0.01%
603
-1,105
5679
$275K ﹤0.01%
51,885
+21,357
5680
$273K ﹤0.01%
179,747
-42,460
5681
$272K ﹤0.01%
75,064
-39,468
5682
$272K ﹤0.01%
17,032
-2,295
5683
$272K ﹤0.01%
27,705
-3,354
5684
$271K ﹤0.01%
10,996
+10,591
5685
$271K ﹤0.01%
3,053
+81
5686
$271K ﹤0.01%
26,044
-787
5687
$271K ﹤0.01%
10,812
-470
5688
$270K ﹤0.01%
8,324
-551
5689
$270K ﹤0.01%
6,968
-38,604
5690
$269K ﹤0.01%
14,861
+4,985
5691
$269K ﹤0.01%
3,552
+2,001
5692
$269K ﹤0.01%
9,867
+5,197
5693
$268K ﹤0.01%
1,032
+412
5694
$268K ﹤0.01%
6,795
-1,295
5695
$268K ﹤0.01%
5,915
-60,640
5696
$268K ﹤0.01%
10,456
+7,834
5697
$267K ﹤0.01%
966
-5,702
5698
$266K ﹤0.01%
17,478
+617
5699
$266K ﹤0.01%
10,868
+3,225
5700
$266K ﹤0.01%
17,276
+4,886
226 227
228
229 230