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
6351
$75K ﹤0.01%
7,603
+203
6352
$75K ﹤0.01%
4,627
-24,113
6353
$74K ﹤0.01%
17,142
-7,857
6354
$74K ﹤0.01%
3,844
+403
6355
$74K ﹤0.01%
371
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6356
$74K ﹤0.01%
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6357
$74K ﹤0.01%
+7,421
6358
$74K ﹤0.01%
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6359
$74K ﹤0.01%
+7,402
6360
$74K ﹤0.01%
11,095
6361
$73K ﹤0.01%
2,014
-1,649
6362
$73K ﹤0.01%
+2,150
6363
$73K ﹤0.01%
+7,485
6364
$73K ﹤0.01%
312
6365
$73K ﹤0.01%
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6366
$73K ﹤0.01%
7,395
6367
$72K ﹤0.01%
2,512
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6368
$72K ﹤0.01%
21,062
-339
6369
$72K ﹤0.01%
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-399
6370
$72K ﹤0.01%
13,992
+2,001
6371
$72K ﹤0.01%
20,350
-3,500
6372
$72K ﹤0.01%
7,003
-496
6373
$71K ﹤0.01%
15
6374
$71K ﹤0.01%
1,697
6375
$71K ﹤0.01%
+5,000
253 254
255
256 257