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
26
$4.24B 0.57%
31,822,400
-16,840,240
27
$4.15B 0.56%
56,231,297
+1,396,072
28
$4.12B 0.56%
15,201,272
-1,362,625
29
$4.02B 0.54%
24,896,021
-170,723
30
$3.99B 0.54%
6,931,703
-95,266
31
$3.92B 0.53%
11,938,903
+433,190
32
$3.83B 0.52%
184,981,500
-2,090,220
33
$3.83B 0.52%
44,823,433
+2,302,942
34
$3.6B 0.48%
16,459,106
-2,343,899
35
$3.48B 0.47%
25,689,990
+1,130,032
36
$3.45B 0.47%
8,835,603
+142,366
37
$3.43B 0.46%
13,111,368
+726,667
38
$3.36B 0.45%
28,420,322
-141,819
39
$3.29B 0.44%
12,038,506
-391,420
40
$3.25B 0.44%
9,811,497
-1,922,337
41
$3.23B 0.43%
10,093,076
+205,505
42
$3.14B 0.42%
27,910,765
-819,129
43
$3.13B 0.42%
10,861,782
-2,673,317
44
$3.11B 0.42%
9,736,046
-1,242,371
45
$3.07B 0.41%
37,502,830
+5,423,765
46
$3.05B 0.41%
10,524,561
-1,470
47
$3.01B 0.41%
13,367,561
-5,898,127
48
$2.95B 0.4%
11,347,128
-721,155
49
$2.92B 0.39%
38,590,461
+19,852,955
50
$2.91B 0.39%
11,256,102
+815,826
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