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
6876
$22K ﹤0.01%
10,345
+9,957
6877
$21K ﹤0.01%
1,014
+1
6878
$21K ﹤0.01%
2,803
6879
$21K ﹤0.01%
1,577
-1,128
6880
$21K ﹤0.01%
3,900
6881
$21K ﹤0.01%
2,806
+290
6882
$21K ﹤0.01%
430
6883
$21K ﹤0.01%
+918
6884
$21K ﹤0.01%
1,881
-1,464
6885
$21K ﹤0.01%
842
6886
$21K ﹤0.01%
2,416
6887
$21K ﹤0.01%
74
-14
6888
$21K ﹤0.01%
+1,000
6889
$21K ﹤0.01%
1,462
+1,069
6890
$21K ﹤0.01%
2,186
6891
$21K ﹤0.01%
2,100
6892
$21K ﹤0.01%
2,084
6893
$21K ﹤0.01%
2,021
6894
$20K ﹤0.01%
3,822
-1,326
6895
$20K ﹤0.01%
1,151
-877
6896
$20K ﹤0.01%
+20,000
6897
$20K ﹤0.01%
6,131
+1
6898
$20K ﹤0.01%
750
6899
$20K ﹤0.01%
35
6900
$20K ﹤0.01%
3
-4
274 275
276
277 278