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
576
$177M 0.02%
8,310,675
+1,120,914
577
$177M 0.02%
8,163,095
+3,163,096
578
$177M 0.02%
4,972,366
+983,729
579
$174M 0.02%
868,621
+201,053
580
$173M 0.02%
12,396,715
-25,146
581
$173M 0.02%
2,897,274
+136,726
582
$172M 0.02%
2,124,305
+578,311
583
$172M 0.02%
791,228
+469,133
584
$172M 0.02%
2,503,733
-299,335
585
$172M 0.02%
899,902
-29,316
586
$172M 0.02%
6,370,043
+151,157
587
$172M 0.02%
3,906,004
-1,686,841
588
$172M 0.02%
2,024,371
+284,143
589
$171M 0.02%
1,906,678
-60,993
590
$170M 0.02%
7,567,497
-3,704,909
591
$169M 0.02%
2,554,106
+544,316
592
$169M 0.02%
1,500,229
+128,864
593
$169M 0.02%
4,172,168
-1,905,788
594
$168M 0.02%
1,543,101
+171,615
595
$168M 0.02%
4,713,599
+802,756
596
$168M 0.02%
3,774,000
-26,452
597
$168M 0.02%
6,137,148
-968,870
598
$167M 0.02%
3,879,716
+110,909
599
$167M 0.02%
5,545,916
-183,454
600
$167M 0.02%
1,216,157
+242,128
22 23
24
25 26