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
3051
$8.64M ﹤0.01%
690,924
+480,843
3052
$8.64M ﹤0.01%
158,718
+33,612
3053
$8.63M ﹤0.01%
153,554
+8,471
3054
$8.61M ﹤0.01%
266,368
-67,295
3055
$8.61M ﹤0.01%
339,740
+6,486
3056
$8.59M ﹤0.01%
318,763
+10,491
3057
$8.57M ﹤0.01%
31,370
-19,932
3058
$8.55M ﹤0.01%
138,620
-20,539
3059
$8.54M ﹤0.01%
351,834
+149,117
3060
$8.52M ﹤0.01%
807,941
+32,857
3061
$8.5M ﹤0.01%
94,963
-561
3062
$8.49M ﹤0.01%
310,534
+87,326
3063
$8.48M ﹤0.01%
134,055
-19,200
3064
$8.47M ﹤0.01%
182,371
-16,359
3065
$8.47M ﹤0.01%
89,381
+10,463
3066
$8.46M ﹤0.01%
374,004
-6,632
3067
$8.46M ﹤0.01%
133,055
-28,273
3068
$8.44M ﹤0.01%
74,353
+11,081
3069
$8.44M ﹤0.01%
122,421
-38,323
3070
$8.44M ﹤0.01%
1,620,502
-428,510
3071
$8.43M ﹤0.01%
92,628
-73,738
3072
$8.43M ﹤0.01%
181,620
-162,455
3073
$8.41M ﹤0.01%
1,808,286
+17,976
3074
$8.4M ﹤0.01%
243,004
+76,063
3075
$8.4M ﹤0.01%
474,315
+404,485