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
6701
$34K ﹤0.01%
3,450
6702
$34K ﹤0.01%
+885
6703
$34K ﹤0.01%
1,639
6704
$34K ﹤0.01%
888
6705
$33K ﹤0.01%
1,252
6706
$33K ﹤0.01%
555
6707
$33K ﹤0.01%
+5,391
6708
$33K ﹤0.01%
1,627
-1,812
6709
$33K ﹤0.01%
838
-43
6710
$33K ﹤0.01%
7,622
-1,071
6711
$32K ﹤0.01%
2,528
-145,362
6712
$32K ﹤0.01%
1,000
6713
– –
0
6714
$32K ﹤0.01%
+4,608
6715
$32K ﹤0.01%
21,306
+4,890
6716
$32K ﹤0.01%
2,985
6717
$32K ﹤0.01%
3,042
6718
$32K ﹤0.01%
49,473
+40,000
6719
$32K ﹤0.01%
3,063
6720
$32K ﹤0.01%
2,979
-1,000
6721
$32K ﹤0.01%
15,411
6722
$31K ﹤0.01%
2,741
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6723
$31K ﹤0.01%
329
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6724
$31K ﹤0.01%
7,505
-7,549
6725
$31K ﹤0.01%
729
+151
267 268
269
270 271