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
6601
$43K ﹤0.01%
16,596
-23,347
6602
$43K ﹤0.01%
2,285
-12,120
6603
$43K ﹤0.01%
+1,515
6604
$43K ﹤0.01%
1,634
-1,948
6605
$43K ﹤0.01%
2,005
+992
6606
$43K ﹤0.01%
4,269
6607
$42K ﹤0.01%
622
6608
$42K ﹤0.01%
4,204
+4,104
6609
$42K ﹤0.01%
290
+184
6610
$41K ﹤0.01%
+1,337
6611
$41K ﹤0.01%
7,233
-6,758
6612
$41K ﹤0.01%
801
+1
6613
$41K ﹤0.01%
269
+239
6614
$41K ﹤0.01%
+1,250
6615
$41K ﹤0.01%
1,689
-4,119
6616
$41K ﹤0.01%
+6,561
6617
$41K ﹤0.01%
+4,100
6618
$41K ﹤0.01%
4,056
-23,311
6619
$41K ﹤0.01%
4,023
-1,315
6620
$41K ﹤0.01%
3,987
6621
$40K ﹤0.01%
+25,000
6622
$40K ﹤0.01%
+9
6623
$40K ﹤0.01%
3,024
+1,495
6624
$40K ﹤0.01%
600
6625
– –
-1
263 264
265
266 267