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
6526
$52K ﹤0.01%
2,398
+654
6527
$52K ﹤0.01%
5,150
6528
$51K ﹤0.01%
10,752
6529
$51K ﹤0.01%
21,142
-34,449
6530
$51K ﹤0.01%
1,291
-100
6531
$51K ﹤0.01%
5,103
-191
6532
$51K ﹤0.01%
5,221
-2,158
6533
$51K ﹤0.01%
2,344
+1,343
6534
$51K ﹤0.01%
4,914
6535
$51K ﹤0.01%
5,129
6536
$51K ﹤0.01%
97,768
-9,514
6537
$50K ﹤0.01%
2,503
-72,493
6538
$50K ﹤0.01%
3,600
-46
6539
$50K ﹤0.01%
4,064
+1,230
6540
$50K ﹤0.01%
892
+364
6541
$50K ﹤0.01%
987
-3,252
6542
$50K ﹤0.01%
11
+2
6543
$50K ﹤0.01%
3,644
+2,744
6544
$50K ﹤0.01%
11,702
+730
6545
$50K ﹤0.01%
2,423
+537
6546
$50K ﹤0.01%
5,027
-102
6547
$50K ﹤0.01%
5,067
+46
6548
$50K ﹤0.01%
2,164
6549
$50K ﹤0.01%
+2,497
6550
$50K ﹤0.01%
4,842
260 261
262
263 264