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
6451
$61K ﹤0.01%
4,608
-77,150
6452
$61K ﹤0.01%
207
+48
6453
$60K ﹤0.01%
2,228
6454
$60K ﹤0.01%
6,204
-1,748
6455
$60K ﹤0.01%
4,735
+385
6456
$60K ﹤0.01%
1,793
+177
6457
$60K ﹤0.01%
6,027
6458
$60K ﹤0.01%
5,996
6459
$59K ﹤0.01%
48
-74
6460
$59K ﹤0.01%
5,680
6461
$59K ﹤0.01%
1,242
6462
$59K ﹤0.01%
1,443
+348
6463
$59K ﹤0.01%
328
-2
6464
$59K ﹤0.01%
5,751
+134
6465
$58K ﹤0.01%
+6,333
6466
$58K ﹤0.01%
487
-512
6467
$58K ﹤0.01%
2,619
6468
$58K ﹤0.01%
1,700
+495
6469
$58K ﹤0.01%
2,530
-22
6470
$58K ﹤0.01%
12,730
+10,420
6471
$58K ﹤0.01%
+2,576
6472
$58K ﹤0.01%
234
+10
6473
$58K ﹤0.01%
30,227
-1,379
6474
$58K ﹤0.01%
46,173
6475
$58K ﹤0.01%
2,353
-6
257 258
259
260 261