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
4401
$2.2M ﹤0.01%
42,125
+196
4402
$2.2M ﹤0.01%
50,318
-15,209
4403
$2.2M ﹤0.01%
59,842
+43,152
4404
$2.19M ﹤0.01%
88,613
+7,426
4405
$2.19M ﹤0.01%
184,800
-738,642
4406
$2.19M ﹤0.01%
112,318
-5,515
4407
$2.19M ﹤0.01%
136,296
+3,507
4408
$2.18M ﹤0.01%
76,638
-149
4409
$2.18M ﹤0.01%
101,234
+41,162
4410
$2.18M ﹤0.01%
56,202
-19,676
4411
$2.18M ﹤0.01%
187,499
+15,177
4412
$2.18M ﹤0.01%
93,089
-60,242
4413
$2.17M ﹤0.01%
115,584
-217,131
4414
$2.17M ﹤0.01%
75,865
+8,891
4415
$2.16M ﹤0.01%
9,455
+2,506
4416
$2.16M ﹤0.01%
340,194
+29,540
4417
$2.16M ﹤0.01%
85,242
+69,348
4418
$2.16M ﹤0.01%
88,776
-1,652
4419
$2.16M ﹤0.01%
11,920
+3,679
4420
$2.15M ﹤0.01%
892,107
+160,827
4421
$2.14M ﹤0.01%
74,200
+1,642
4422
$2.14M ﹤0.01%
41,029
-2,811
4423
$2.14M ﹤0.01%
55,346
-15,853
4424
$2.14M ﹤0.01%
422,822
+251,562
4425
$2.14M ﹤0.01%
111,554
-45,616
175 176
177
178 179