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
7326
$4K ﹤0.01%
354
-1,700
7327
$4K ﹤0.01%
+400
7328
$4K ﹤0.01%
1,000
-612
7329
$4K ﹤0.01%
400
+155
7330
$4K ﹤0.01%
360
-523
7331
$4K ﹤0.01%
450
-1,000
7332
$4K ﹤0.01%
+400
7333
$4K ﹤0.01%
355
-1,000
7334
$4K ﹤0.01%
+29
7335
$4K ﹤0.01%
390
-500
7336
$4K ﹤0.01%
+700
7337
$4K ﹤0.01%
376
7338
$4K ﹤0.01%
+357
7339
$4K ﹤0.01%
400
7340
$4K ﹤0.01%
76
-164
7341
$4K ﹤0.01%
150
-50
7342
$4K ﹤0.01%
211
-394
7343
$4K ﹤0.01%
158
7344
$4K ﹤0.01%
134
7345
$4K ﹤0.01%
2,000
7346
$4K ﹤0.01%
150
7347
$4K ﹤0.01%
2
7348
$4K ﹤0.01%
11
-57
7349
$4K ﹤0.01%
1,950
7350
$4K ﹤0.01%
500
-1,438