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
6001
$146K ﹤0.01%
4,934
-230
6002
$146K ﹤0.01%
14,974
+8,364
6003
$145K ﹤0.01%
4,356
+1,930
6004
$145K ﹤0.01%
29,943
-7,181
6005
$145K ﹤0.01%
30,477
-29,803
6006
$145K ﹤0.01%
6,702
+6,602
6007
$145K ﹤0.01%
16,595
+1,191
6008
$145K ﹤0.01%
66,600
6009
$145K ﹤0.01%
70,617
-5,622
6010
$145K ﹤0.01%
14,817
+8,150
6011
$144K ﹤0.01%
3,623
-783
6012
$144K ﹤0.01%
14,817
+8,317
6013
$144K ﹤0.01%
13,056
-262,268
6014
$143K ﹤0.01%
1,049
+338
6015
$143K ﹤0.01%
5,857
6016
$143K ﹤0.01%
4,707
-76
6017
$142K ﹤0.01%
+3,320
6018
$142K ﹤0.01%
7,016
-52,534
6019
$142K ﹤0.01%
1,535
-128
6020
$142K ﹤0.01%
1,731
-5,253
6021
$142K ﹤0.01%
+5,811
6022
$141K ﹤0.01%
2,756
+514
6023
$141K ﹤0.01%
13,986
-387
6024
$141K ﹤0.01%
30,558
-13,859
6025
$140K ﹤0.01%
+11,675
239 240
241
242 243