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
6151
$109K ﹤0.01%
12,510
-152,242
6152
$108K ﹤0.01%
7,404
+6,757
6153
$108K ﹤0.01%
48,222
-6
6154
$108K ﹤0.01%
13,843
+3,102
6155
$108K ﹤0.01%
1,178
-721
6156
$108K ﹤0.01%
1,057
+992
6157
$108K ﹤0.01%
11,026
-11,672
6158
$108K ﹤0.01%
10,100
+100
6159
$108K ﹤0.01%
3,268
-23,066
6160
$107K ﹤0.01%
3,512
+957
6161
$107K ﹤0.01%
6,189
-4,947
6162
$107K ﹤0.01%
35,450
6163
$107K ﹤0.01%
723
+23
6164
$107K ﹤0.01%
1,794
+1,182
6165
$107K ﹤0.01%
57,647
+4,000
6166
$107K ﹤0.01%
3,348
-8,846
6167
$107K ﹤0.01%
38,605
-25,000
6168
$107K ﹤0.01%
24,604
-27,467
6169
$106K ﹤0.01%
2,076
+3
6170
$106K ﹤0.01%
3,647
6171
$106K ﹤0.01%
3,727
+2,977
6172
$106K ﹤0.01%
10,631
-12,621
6173
$105K ﹤0.01%
20,163
-41,223
6174
$105K ﹤0.01%
+3,026
6175
$105K ﹤0.01%
7,413
+1,158
245 246
247
248 249