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
6826
$25K ﹤0.01%
253
-129
6827
$25K ﹤0.01%
1,312
-16,937
6828
$25K ﹤0.01%
791
-39
6829
$25K ﹤0.01%
2,495
6830
$25K ﹤0.01%
5,989
6831
$25K ﹤0.01%
+2,500
6832
$25K ﹤0.01%
844
6833
$25K ﹤0.01%
300
6834
$24K ﹤0.01%
2,266
+1,265
6835
$24K ﹤0.01%
500
-35
6836
$24K ﹤0.01%
+397
6837
$24K ﹤0.01%
3,843
+648
6838
$24K ﹤0.01%
+600
6839
$24K ﹤0.01%
864
6840
$24K ﹤0.01%
3,411
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6841
$24K ﹤0.01%
+830
6842
$24K ﹤0.01%
2,548
6843
$24K ﹤0.01%
+815
6844
$24K ﹤0.01%
+830
6845
$24K ﹤0.01%
100
-16
6846
$24K ﹤0.01%
+1,847
6847
$24K ﹤0.01%
636
+421
6848
$24K ﹤0.01%
1,372
6849
$24K ﹤0.01%
+10,660
6850
$24K ﹤0.01%
6,187
272 273
274
275 276