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 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$11.4M ﹤0.01%
179,153
-1,831
2727
$11.4M ﹤0.01%
600,345
+5,070
2728
$11.4M ﹤0.01%
462,268
+103,482
2729
$11.4M ﹤0.01%
+206,247
2730
$11.4M ﹤0.01%
57,172
-145
2731
$11.4M ﹤0.01%
1,015,184
+1,093
2732
$11.4M ﹤0.01%
80,988
-44,092
2733
$11.4M ﹤0.01%
309,963
-7,613
2734
$11.4M ﹤0.01%
109,164
-36,397
2735
$11.4M ﹤0.01%
151,841
-1,533
2736
$11.3M ﹤0.01%
497,591
-526,205
2737
$11.3M ﹤0.01%
104,170
-108,663
2738
$11.3M ﹤0.01%
507,145
-59,128
2739
$11.3M ﹤0.01%
136,319
-445
2740
$11.3M ﹤0.01%
1,197,310
+353,873
2741
$11.3M ﹤0.01%
158,795
+20,976
2742
$11.3M ﹤0.01%
2,257,095
+118,522
2743
$11.2M ﹤0.01%
377,677
+227,342
2744
$11.2M ﹤0.01%
2,988,232
+695,580
2745
$11.2M ﹤0.01%
996,163
+537,434
2746
$11.2M ﹤0.01%
510,102
+241,457
2747
$11.2M ﹤0.01%
190,678
-32,160
2748
$11.2M ﹤0.01%
+1,120,044
2749
$11.2M ﹤0.01%
239,425
-65,710
2750
$11.1M ﹤0.01%
143,482
-36,053
108 109
110
111 112