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
5701
$265K ﹤0.01%
36
-14
5702
$265K ﹤0.01%
10,397
-721
5703
$265K ﹤0.01%
3,266
-518
5704
$264K ﹤0.01%
26,070
5705
$264K ﹤0.01%
62,900
+659
5706
$263K ﹤0.01%
23,217
-60,944
5707
$262K ﹤0.01%
+5,001
5708
$262K ﹤0.01%
179,461
-102,156
5709
$258K ﹤0.01%
31,869
+2,265
5710
$258K ﹤0.01%
49,019
-6,011
5711
$258K ﹤0.01%
17,351
+131
5712
$258K ﹤0.01%
18,581
+315
5713
$257K ﹤0.01%
48
-50
5714
$257K ﹤0.01%
1,555
+1,480
5715
$256K ﹤0.01%
9,174
-392
5716
$256K ﹤0.01%
1,718
+393
5717
$256K ﹤0.01%
65,364
-7,222
5718
$255K ﹤0.01%
30,427
+26,625
5719
$255K ﹤0.01%
17,776
-410
5720
$254K ﹤0.01%
34,955
+13,893
5721
$254K ﹤0.01%
40,758
+27,292
5722
$253K ﹤0.01%
+28,513
5723
$253K ﹤0.01%
25,936
+4,220
5724
$253K ﹤0.01%
31,501
-4,445
5725
$252K ﹤0.01%
25,303
227 228
229
230 231