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
701
$130M 0.02%
1,691,336
+106,376
702
$128M 0.02%
1,156,241
+24,129
703
$128M 0.02%
2,469,491
+230,450
704
$127M 0.02%
6,076,289
+1,081,377
705
$127M 0.02%
5,215,829
+219,788
706
$127M 0.02%
1,610,828
-20,779
707
$126M 0.02%
3,619,474
+380,791
708
$126M 0.02%
1,963,083
-76,998
709
$126M 0.02%
1,037,316
+16,618
710
$126M 0.02%
668,216
+54,162
711
$125M 0.02%
185,572
+21,725
712
$125M 0.02%
2,003,569
+281,347
713
$125M 0.02%
4,564,385
+275,158
714
$125M 0.02%
2,548,051
+636,173
715
$125M 0.02%
840,598
-126,511
716
$125M 0.02%
4,477,666
-1,135,314
717
$125M 0.02%
3,645,057
+219,978
718
$125M 0.02%
1,346,009
+750,090
719
$124M 0.02%
1,982,497
-26,671
720
$124M 0.02%
1,188,312
-47,856
721
$124M 0.02%
4,441,921
+233,854
722
$124M 0.02%
1,964,691
-885,408
723
$124M 0.02%
2,058,371
-2,441,608
724
$124M 0.02%
564,140
+57,078
725
$123M 0.02%
1,965,568
+16,455
27 28
29
30 31