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
551
$189M 0.03%
22,612,927
-4,797,084
552
$188M 0.03%
849,831
-48,331
553
$188M 0.03%
2,914,194
-562,135
554
$188M 0.03%
3,541,421
+245,775
555
$187M 0.03%
734,954
+109,581
556
$187M 0.03%
1,396,146
-329,129
557
$187M 0.03%
4,671,539
-144,562
558
$187M 0.03%
5,552,338
+554,921
559
$186M 0.03%
1,118,338
+490,211
560
$186M 0.03%
7,325,871
+416,628
561
$186M 0.03%
1,508,085
-236,575
562
$186M 0.03%
1,763,531
-15,769
563
$184M 0.02%
5,496,430
+230,694
564
$184M 0.02%
3,274,693
+336,236
565
$182M 0.02%
4,195,161
+1,139,861
566
$182M 0.02%
2,269,948
+248,727
567
$182M 0.02%
6,535,122
+327,975
568
$181M 0.02%
272,455
-118,635
569
$181M 0.02%
2,239,920
+534,270
570
$181M 0.02%
4,095,228
+111,203
571
$181M 0.02%
2,000,538
-197,238
572
$180M 0.02%
1,211,223
-244,776
573
$180M 0.02%
2,065,388
-472,802
574
$180M 0.02%
22,375,717
+3,537,388
575
$180M 0.02%
1,782,154
+279,113
21 22
23
24 25