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
6051
$132K ﹤0.01%
13,449
+7,549
6052
$132K ﹤0.01%
2,367
+432
6053
$131K ﹤0.01%
366
-2,491
6054
$131K ﹤0.01%
31,606
+31,309
6055
$130K ﹤0.01%
4,269
-19,452
6056
$130K ﹤0.01%
4,310
-9,049
6057
$130K ﹤0.01%
935
+189
6058
$129K ﹤0.01%
3,878
-620
6059
$128K ﹤0.01%
+7,630
6060
$128K ﹤0.01%
7,546
6061
$128K ﹤0.01%
264
+248
6062
$128K ﹤0.01%
8,933
+2,958
6063
$128K ﹤0.01%
+369
6064
$128K ﹤0.01%
2,547
6065
$128K ﹤0.01%
2,619
-78
6066
$127K ﹤0.01%
5,959
-2,850
6067
$127K ﹤0.01%
5,148
-1,086
6068
$127K ﹤0.01%
+21,159
6069
$127K ﹤0.01%
15,572
-60,805
6070
$127K ﹤0.01%
8
+4
6071
$127K ﹤0.01%
1,029
-869
6072
$127K ﹤0.01%
13,000
6073
$127K ﹤0.01%
51,266
-710
6074
$127K ﹤0.01%
66,666
6075
$126K ﹤0.01%
+4,755
241 242
243
244 245