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
376
$320M 0.04%
9,976,936
+323,382
377
$318M 0.04%
1,317,676
+7,219
378
$314M 0.04%
4,610,814
-1,413,070
379
$313M 0.04%
12,085,014
+848,476
380
$313M 0.04%
2,067,254
+41,684
381
$313M 0.04%
1,494,669
+247,105
382
$312M 0.04%
4,109,406
-650,094
383
$311M 0.04%
3,356,528
+128,195
384
$311M 0.04%
5,031,130
+465,078
385
$311M 0.04%
1,776,205
-71,770
386
$311M 0.04%
2,663,869
-1,586
387
$311M 0.04%
4,561,821
+489,363
388
$310M 0.04%
13,952,143
+8,802,000
389
$310M 0.04%
4,996,312
-437,658
390
$308M 0.04%
6,106,888
-10,159
391
$307M 0.04%
12,733,167
+509,609
392
$307M 0.04%
4,348,801
-275,377
393
$307M 0.04%
4,057,299
-340,076
394
$306M 0.04%
1,556,357
+158,657
395
$304M 0.04%
5,758,362
+1,385,202
396
$303M 0.04%
6,440,518
+724,621
397
$303M 0.04%
2,096,431
+139,554
398
$299M 0.04%
494,693
-11,228
399
$298M 0.04%
5,494,820
+546,778
400
$297M 0.04%
15,454,581
+3,317,439
14 15
16
17 18