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 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6801
$26K ﹤0.01%
1,514
+1,247
6802
$26K ﹤0.01%
2,501
6803
$26K ﹤0.01%
3,150
+200
6804
$26K ﹤0.01%
592
6805
$26K ﹤0.01%
896
6806
$26K ﹤0.01%
29
-12
6807
$26K ﹤0.01%
2,567
6808
$26K ﹤0.01%
174
-517
6809
$26K ﹤0.01%
10,741
-1,120
6810
$26K ﹤0.01%
2,700
6811
$26K ﹤0.01%
3,224
-1,000
6812
$26K ﹤0.01%
6,476
-6,468
6813
$26K ﹤0.01%
3,941
+100
6814
$25K ﹤0.01%
436
-119
6815
$25K ﹤0.01%
496
+146
6816
$25K ﹤0.01%
5,567
-10,821
6817
$25K ﹤0.01%
1,456
+624
6818
$25K ﹤0.01%
823
-51
6819
$25K ﹤0.01%
5,378
+3,188
6820
$25K ﹤0.01%
500
6821
$25K ﹤0.01%
177
-20
6822
$25K ﹤0.01%
2,213
+1,602
6823
$25K ﹤0.01%
400
6824
$25K ﹤0.01%
9,871
+89
6825
$25K ﹤0.01%
32
+10
271 272
273
274 275