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
6076
$126K ﹤0.01%
190,584
6077
$125K ﹤0.01%
8,652
6078
$125K ﹤0.01%
5,245
+1,660
6079
– –
-3
6080
$124K ﹤0.01%
2,230
-951
6081
$124K ﹤0.01%
+5,465
6082
$124K ﹤0.01%
33,544
-50,477
6083
$124K ﹤0.01%
124
-905
6084
$124K ﹤0.01%
12,384
6085
$123K ﹤0.01%
15,578
+646
6086
$123K ﹤0.01%
29,891
-229,873
6087
$123K ﹤0.01%
9,903
-1,017
6088
$123K ﹤0.01%
32,512
-26,065
6089
$123K ﹤0.01%
3,000
6090
$123K ﹤0.01%
3,368
-700
6091
$123K ﹤0.01%
57,115
-718
6092
$123K ﹤0.01%
12,326
6093
$123K ﹤0.01%
5,129
-1,764
6094
$122K ﹤0.01%
3,329
+11
6095
$122K ﹤0.01%
378
-160
6096
$121K ﹤0.01%
45,241
+43,110
6097
$121K ﹤0.01%
13,837
+9,004
6098
$121K ﹤0.01%
7,658
+66
6099
$121K ﹤0.01%
1,972
+1,053
6100
$120K ﹤0.01%
566
+247
242 243
244
245 246