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
2901
$9.81M ﹤0.01%
194,868
+27,954
2902
$9.81M ﹤0.01%
76,145
-93,309
2903
$9.76M ﹤0.01%
181,824
-20,514
2904
$9.76M ﹤0.01%
405,182
+62,927
2905
$9.74M ﹤0.01%
357,957
-2,341
2906
$9.73M ﹤0.01%
114,765
+7,534
2907
$9.73M ﹤0.01%
136,786
-110,778
2908
$9.73M ﹤0.01%
75,952
+24,866
2909
$9.73M ﹤0.01%
918,489
-375,285
2910
$9.72M ﹤0.01%
188,199
+12,535
2911
$9.7M ﹤0.01%
211,984
-917
2912
$9.7M ﹤0.01%
731,197
+576,160
2913
$9.69M ﹤0.01%
1,623,298
-166,669
2914
$9.69M ﹤0.01%
1,855,375
-239,733
2915
$9.68M ﹤0.01%
1,709,491
+689,069
2916
$9.67M ﹤0.01%
140,893
-1,118
2917
$9.66M ﹤0.01%
93,434
-32,401
2918
$9.65M ﹤0.01%
423,931
-274,055
2919
$9.61M ﹤0.01%
256,987
+21,097
2920
$9.6M ﹤0.01%
566,342
+44,456
2921
$9.6M ﹤0.01%
111,951
-81,580
2922
$9.59M ﹤0.01%
1,181,133
-1,630,136
2923
$9.58M ﹤0.01%
177,536
+54,377
2924
$9.57M ﹤0.01%
189,291
+131,584
2925
$9.56M ﹤0.01%
644,477
+88,894