Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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 20.48%
2 Healthcare 9.82%
3 Financials 9.13%
4 Consumer Discretionary 8.86%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$428M 0.06%
44,719,869
+7,585,837
302
$428M 0.06%
3,234,541
-581,528
303
$425M 0.06%
8,087,582
+1,186,132
304
$425M 0.06%
1,868,164
+1,185,238
305
$422M 0.06%
14,862,141
+67,808
306
$418M 0.06%
17,374,532
+3,393,296
307
$417M 0.06%
3,316,128
-648,449
308
$416M 0.06%
2,375,416
+196,667
309
$414M 0.06%
8,599,657
+66,212
310
$413M 0.06%
3,219,436
+1,303,730
311
$412M 0.06%
1,877,642
+17,500
312
$410M 0.06%
8,397,296
+175,727
313
$408M 0.05%
10,322,806
-153,870
314
$402M 0.05%
2,084,896
+17,049
315
$402M 0.05%
12,358,764
-3,190,004
316
$401M 0.05%
21,970,325
+20,719,482
317
$400M 0.05%
10,282,874
+634,215
318
$397M 0.05%
6,283,572
+481,123
319
$397M 0.05%
8,350,375
+957,439
320
$393M 0.05%
5,045,506
+232,898
321
$393M 0.05%
4,188,596
+121,871
322
$392M 0.05%
230,659
-60,692
323
$391M 0.05%
27,589,244
+1,036,400
324
$388M 0.05%
2,621,611
+382,014
325
$387M 0.05%
4,273,248
-1,877,405
11 12
13
14 15