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
7101
$10K ﹤0.01%
400
7102
$10K ﹤0.01%
+171
7103
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80
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7104
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780
7105
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2,714
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7106
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401
-183
7107
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518
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7108
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322
7109
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406
-1,000
7110
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410
7111
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801
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7112
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1,550
7113
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400
7114
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91
7115
$10K ﹤0.01%
38
7116
$10K ﹤0.01%
13,685
+3,962
7117
$10K ﹤0.01%
84
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7118
$10K ﹤0.01%
101
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7119
$10K ﹤0.01%
373
7120
$10K ﹤0.01%
950
-150
7121
$10K ﹤0.01%
1,133
7122
$10K ﹤0.01%
1,000
7123
$10K ﹤0.01%
2,064
+40
7124
$10K ﹤0.01%
+1,000
7125
$10K ﹤0.01%
+1,000
283 284
285
286 287