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
6026
$140K ﹤0.01%
14,037
-3,500
6027
$138K ﹤0.01%
1,184
-2,526
6028
$138K ﹤0.01%
7,833
-325
6029
$138K ﹤0.01%
261
-64
6030
$138K ﹤0.01%
6,553
-359
6031
$137K ﹤0.01%
19,438
+15,934
6032
$137K ﹤0.01%
4,783
-11,651
6033
$137K ﹤0.01%
13,572
+484
6034
$136K ﹤0.01%
18,914
+1,776
6035
$136K ﹤0.01%
13,903
-20,220
6036
$135K ﹤0.01%
2,503
+95
6037
$135K ﹤0.01%
27,432
+5,895
6038
$135K ﹤0.01%
10,954
6039
$134K ﹤0.01%
8,193
+7,372
6040
$134K ﹤0.01%
4,100
6041
$134K ﹤0.01%
40,571
+40,470
6042
$134K ﹤0.01%
+3,200
6043
$133K ﹤0.01%
3,980
6044
$133K ﹤0.01%
+19,317
6045
$133K ﹤0.01%
7,671
+789
6046
$133K ﹤0.01%
7,970
+1,445
6047
$133K ﹤0.01%
7,769
-2,825
6048
$132K ﹤0.01%
3,650
6049
$132K ﹤0.01%
7,463
+624
6050
$132K ﹤0.01%
1,940
+1,870
240 241
242
243 244