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
5976
$152K ﹤0.01%
15,834
-9,991
5977
$151K ﹤0.01%
2,340
-1,782
5978
$151K ﹤0.01%
16,941
-17,380
5979
$151K ﹤0.01%
6,048
+3,392
5980
$151K ﹤0.01%
2,960
+2,041
5981
$151K ﹤0.01%
67,150
-9,101
5982
$151K ﹤0.01%
40,786
-143,385
5983
$150K ﹤0.01%
5,948
5984
$150K ﹤0.01%
24,948
-25,365
5985
$150K ﹤0.01%
15,191
+8,383
5986
$149K ﹤0.01%
68,383
+39,471
5987
$148K ﹤0.01%
788
-3,258
5988
$148K ﹤0.01%
75
+40
5989
$148K ﹤0.01%
679
+235
5990
$148K ﹤0.01%
2,703
+394
5991
$148K ﹤0.01%
7,105
5992
$148K ﹤0.01%
49,643
+1
5993
$148K ﹤0.01%
4,985
-92
5994
$148K ﹤0.01%
3,762
-100
5995
$148K ﹤0.01%
3
+2
5996
$148K ﹤0.01%
31,009
+1,754
5997
$148K ﹤0.01%
10,344
-5,348
5998
$147K ﹤0.01%
14,817
+8,317
5999
$146K ﹤0.01%
5,482
6000
$146K ﹤0.01%
4,251
+3,856
238 239
240
241 242