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
351
$351M 0.05%
4,437,348
-866,590
352
$351M 0.05%
5,905,344
+58,899
353
$348M 0.05%
3,852,903
-656,466
354
$347M 0.05%
14,655,669
+99,531
355
$346M 0.05%
4,194,824
+169,996
356
$346M 0.05%
4,158,011
+828,737
357
$344M 0.05%
472,729
-183,621
358
$342M 0.05%
9,588,134
-1,281,133
359
$337M 0.05%
3,293,258
+11,677
360
$336M 0.05%
2,184,191
+180,686
361
$335M 0.05%
11,545,722
+4,001,945
362
$334M 0.05%
1,913,127
+30,319
363
$333M 0.04%
3,271,502
+88,766
364
$333M 0.04%
5,561,354
-3,223,732
365
$332M 0.04%
6,937,881
+737,527
366
$331M 0.04%
5,368,971
+1,433,392
367
$330M 0.04%
1,994,537
+216,687
368
$325M 0.04%
4,438,670
+176,490
369
$325M 0.04%
1,621,850
+158,376
370
$323M 0.04%
10,949,644
+318,835
371
$322M 0.04%
8,794,310
-108,198
372
$322M 0.04%
1,218,059
+40,595
373
$322M 0.04%
1,556,871
-11,403
374
$322M 0.04%
1,301,413
+58,505
375
$320M 0.04%
4,789,595
+857,970
13 14
15
16 17