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
6501
$54K ﹤0.01%
9,073
-93
6502
$54K ﹤0.01%
10,314
+1,485
6503
$54K ﹤0.01%
7,000
+3,800
6504
$54K ﹤0.01%
2,371
-321
6505
$54K ﹤0.01%
+5,475
6506
$54K ﹤0.01%
1,741
6507
$54K ﹤0.01%
8,728
-12,812
6508
$54K ﹤0.01%
5,150
-3,828
6509
$53K ﹤0.01%
1,198
6510
$53K ﹤0.01%
12,552
-7,726
6511
$53K ﹤0.01%
3,300
6512
$53K ﹤0.01%
+2,800
6513
$53K ﹤0.01%
753
+653
6514
$53K ﹤0.01%
1,225
6515
$53K ﹤0.01%
4,179
+529
6516
$53K ﹤0.01%
1,629
6517
$53K ﹤0.01%
4,431
+1,306
6518
$53K ﹤0.01%
5,252
-373
6519
$53K ﹤0.01%
5,152
-66
6520
$52K ﹤0.01%
661
-692
6521
$52K ﹤0.01%
635
+274
6522
$52K ﹤0.01%
6,178
6523
$52K ﹤0.01%
4,979
6524
$52K ﹤0.01%
2,199
+951
6525
$52K ﹤0.01%
5,091
259 260
261
262 263