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
6626
$40K ﹤0.01%
3,950
6627
$40K ﹤0.01%
4,031
6628
$40K ﹤0.01%
1,214
+876
6629
$40K ﹤0.01%
6,044
-5,456
6630
$40K ﹤0.01%
2,586
-1,950
6631
$39K ﹤0.01%
1,123
6632
$39K ﹤0.01%
468
+120
6633
$39K ﹤0.01%
1,825
-3,621
6634
$39K ﹤0.01%
3,804
+3,775
6635
$39K ﹤0.01%
1,060
-3,477
6636
$39K ﹤0.01%
728
+196
6637
$39K ﹤0.01%
4,914
+296
6638
$39K ﹤0.01%
1,598
-2,898
6639
$39K ﹤0.01%
1,131
6640
$39K ﹤0.01%
+4,586
6641
$39K ﹤0.01%
5,738
-9,839
6642
$39K ﹤0.01%
1,762
+174
6643
$38K ﹤0.01%
5,661
+1
6644
$38K ﹤0.01%
4,375
-135,892
6645
$38K ﹤0.01%
+2,152
6646
$38K ﹤0.01%
7,284
-200
6647
$38K ﹤0.01%
+2,800
6648
$38K ﹤0.01%
3,900
6649
$38K ﹤0.01%
3,752
-2,300
6650
$38K ﹤0.01%
29,783
+25,297
264 265
266
267 268