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
7076
$11K ﹤0.01%
1,331
+245
7077
$11K ﹤0.01%
186
+36
7078
$11K ﹤0.01%
+1,000
7079
$11K ﹤0.01%
+19,114
7080
$11K ﹤0.01%
518
+292
7081
$11K ﹤0.01%
1,086
7082
$11K ﹤0.01%
+1,119
7083
$11K ﹤0.01%
1,013
+15
7084
$11K ﹤0.01%
9
+6
7085
$11K ﹤0.01%
13,080
7086
$11K ﹤0.01%
1,041
-5,914
7087
$11K ﹤0.01%
+4,466
7088
$11K ﹤0.01%
1,088
+88
7089
$11K ﹤0.01%
13,300
-1,410
7090
$11K ﹤0.01%
1,046
+100
7091
$11K ﹤0.01%
+306
7092
$11K ﹤0.01%
400
7093
$11K ﹤0.01%
1,003
+1
7094
$11K ﹤0.01%
2,289
-222
7095
$11K ﹤0.01%
396
7096
$11K ﹤0.01%
+15,000
7097
$10K ﹤0.01%
4,587
7098
$10K ﹤0.01%
+94
7099
$10K ﹤0.01%
+5,000
7100
$10K ﹤0.01%
+1
282 283
284
285 286