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
5876
$189K ﹤0.01%
28,034
-27,838
5877
$189K ﹤0.01%
4,069
-540
5878
$189K ﹤0.01%
7,246
+6,128
5879
$189K ﹤0.01%
21,800
+15,936
5880
$187K ﹤0.01%
45,205
-13,562
5881
$187K ﹤0.01%
2,067
-80
5882
$186K ﹤0.01%
4,533
+65
5883
$186K ﹤0.01%
22,463
-283
5884
$185K ﹤0.01%
6,592
-3,370
5885
$184K ﹤0.01%
6,564
-2,050
5886
$184K ﹤0.01%
26,582
-22,302
5887
$184K ﹤0.01%
16,181
-120,606
5888
$184K ﹤0.01%
33,548
-2,978
5889
$183K ﹤0.01%
18,543
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5890
$183K ﹤0.01%
5,928
-5,634
5891
$182K ﹤0.01%
14,118
+3,530
5892
$181K ﹤0.01%
+361
5893
$180K ﹤0.01%
18,011
-3,577
5894
$179K ﹤0.01%
43,195
-27,096
5895
$179K ﹤0.01%
+10,200
5896
$179K ﹤0.01%
927
+431
5897
$179K ﹤0.01%
6,411
-2,929
5898
$179K ﹤0.01%
18,344
-12,305
5899
$178K ﹤0.01%
+6,708
5900
$177K ﹤0.01%
1,852
-2,419
234 235
236
237 238