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
6251
$93K ﹤0.01%
4,887
+1,449
6252
$93K ﹤0.01%
40,011
+1,350
6253
$93K ﹤0.01%
227
-323
6254
$93K ﹤0.01%
6,023
-6,296
6255
$93K ﹤0.01%
10,381
-149
6256
$93K ﹤0.01%
9,221
6257
$92K ﹤0.01%
10,017
6258
$91K ﹤0.01%
3,550
+2,210
6259
$91K ﹤0.01%
3,196
-5,396
6260
$91K ﹤0.01%
7,646
+7,146
6261
$91K ﹤0.01%
+7,215
6262
$91K ﹤0.01%
3,675
+2,030
6263
$91K ﹤0.01%
9,100
-800
6264
$91K ﹤0.01%
4,294
6265
$90K ﹤0.01%
1,668
-500
6266
$90K ﹤0.01%
3,984
-786
6267
$90K ﹤0.01%
+9,100
6268
$89K ﹤0.01%
7,610
6269
$89K ﹤0.01%
3,571
-565
6270
$88K ﹤0.01%
6,250
-12,171
6271
$88K ﹤0.01%
3,541
-2,925
6272
$88K ﹤0.01%
3,000
6273
$88K ﹤0.01%
26,458
+15,819
6274
$87K ﹤0.01%
2,789
6275
$87K ﹤0.01%
1,532
+109
249 250
251
252 253