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
6201
$101K ﹤0.01%
5,617
6202
$101K ﹤0.01%
6,207
-4,999
6203
$101K ﹤0.01%
10,016
-5,050
6204
$100K ﹤0.01%
7,732
+19
6205
$100K ﹤0.01%
2,718
-670
6206
$100K ﹤0.01%
2,933
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6207
$100K ﹤0.01%
9,822
6208
$100K ﹤0.01%
455
-61
6209
$100K ﹤0.01%
1,004
-313
6210
$100K ﹤0.01%
6,866
+2,897
6211
$100K ﹤0.01%
5,530
-33,645
6212
$100K ﹤0.01%
9,794
6213
$100K ﹤0.01%
4,264
+4,222
6214
$99K ﹤0.01%
23
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6215
$99K ﹤0.01%
19,160
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6216
$99K ﹤0.01%
9,711
-9,038
6217
$99K ﹤0.01%
26,489
+12,853
6218
$99K ﹤0.01%
9,578
-14,900
6219
$99K ﹤0.01%
3,416
-933
6220
$98K ﹤0.01%
83,554
-17,903
6221
$98K ﹤0.01%
3,376
-575
6222
$98K ﹤0.01%
10,277
-21,225
6223
$98K ﹤0.01%
+17,302
6224
$98K ﹤0.01%
12,250
-21,050
6225
$98K ﹤0.01%
9,570
-1,800
247 248
249
250 251