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
6101
$120K ﹤0.01%
6,870
+141
6102
$120K ﹤0.01%
3,422
+1,800
6103
$120K ﹤0.01%
1,938
+1,875
6104
$120K ﹤0.01%
6,340
-789
6105
$120K ﹤0.01%
6,385
-1,240
6106
$119K ﹤0.01%
4,912
-1,135
6107
$119K ﹤0.01%
2,475
+1,595
6108
$119K ﹤0.01%
37,432
-69,995
6109
$119K ﹤0.01%
3,928
+254
6110
$119K ﹤0.01%
4,007
+551
6111
$118K ﹤0.01%
24,210
-8,902
6112
$118K ﹤0.01%
2,363
-820
6113
$118K ﹤0.01%
4,498
-54,115
6114
$118K ﹤0.01%
3,967
+289
6115
$118K ﹤0.01%
3,365
-52
6116
$117K ﹤0.01%
13,998
-2,373
6117
$117K ﹤0.01%
17,657
+2,690
6118
$117K ﹤0.01%
3,693
-142
6119
$117K ﹤0.01%
6,725
-868
6120
$117K ﹤0.01%
2,480
6121
$117K ﹤0.01%
11,777
-5,070
6122
$117K ﹤0.01%
11,767
-7,197
6123
$116K ﹤0.01%
+853
6124
$116K ﹤0.01%
12,979
-2,446
6125
$116K ﹤0.01%
5,478
-152
243 244
245
246 247