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
6726
$31K ﹤0.01%
12,363
-15,739
6727
$31K ﹤0.01%
39
+6
6728
$31K ﹤0.01%
493
6729
$31K ﹤0.01%
10,264
-2,118
6730
$31K ﹤0.01%
3,380
-1,500
6731
$30K ﹤0.01%
2,765
-43,412
6732
$30K ﹤0.01%
2,884
+749
6733
$30K ﹤0.01%
+1,000
6734
$30K ﹤0.01%
1,231
-208
6735
$30K ﹤0.01%
1,092
-1,381
6736
$30K ﹤0.01%
1,000
6737
$30K ﹤0.01%
4,813
-2,217
6738
$30K ﹤0.01%
1
-1
6739
$30K ﹤0.01%
785
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6740
$30K ﹤0.01%
416
-2,703
6741
$30K ﹤0.01%
509
6742
$30K ﹤0.01%
3,295
+486
6743
$30K ﹤0.01%
6,407
6744
$30K ﹤0.01%
558
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6745
$30K ﹤0.01%
7,236
-16,164
6746
$30K ﹤0.01%
3,000
6747
$30K ﹤0.01%
15,669
-835
6748
$29K ﹤0.01%
+120
6749
$29K ﹤0.01%
+1,173
6750
$29K ﹤0.01%
1
268 269
270
271 272