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
5851
$195K ﹤0.01%
4,186
-1,298
5852
$195K ﹤0.01%
49,968
+9,158
5853
$195K ﹤0.01%
+138,537
5854
$195K ﹤0.01%
21,199
+351
5855
$195K ﹤0.01%
3,795
-54
5856
$194K ﹤0.01%
15,005
-12
5857
$194K ﹤0.01%
3,811
+2,000
5858
$194K ﹤0.01%
29,898
-19,605
5859
$193K ﹤0.01%
6,380
5860
$193K ﹤0.01%
14,128
+957
5861
$193K ﹤0.01%
18,918
-2,963
5862
$193K ﹤0.01%
2,366
-275
5863
$193K ﹤0.01%
19,298
-4,984
5864
$193K ﹤0.01%
6,553
+463
5865
$192K ﹤0.01%
55,283
-850
5866
$191K ﹤0.01%
8,164
-10,320
5867
$191K ﹤0.01%
11,709
+11,363
5868
$191K ﹤0.01%
855
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5869
$190K ﹤0.01%
+18,721
5870
$190K ﹤0.01%
153
-1,368
5871
$190K ﹤0.01%
9,557
-28,744
5872
$189K ﹤0.01%
807
+439
5873
$189K ﹤0.01%
33,940
-40,271
5874
$189K ﹤0.01%
30,756
+30,256
5875
$189K ﹤0.01%
6,113
-845
233 234
235
236 237