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
51
$2.77B 0.37%
44,804,696
+579,501
52
$2.76B 0.37%
13,408,209
+1,218,681
53
$2.73B 0.37%
6,071,457
-113,648
54
$2.66B 0.36%
50,747,845
+2,484,005
55
$2.65B 0.36%
12,486,194
+350,521
56
$2.62B 0.35%
4,586,951
+41,703
57
$2.61B 0.35%
6,605,105
+383,170
58
$2.54B 0.34%
24,929,903
+3,761,563
59
$2.47B 0.33%
24,297,770
+995,353
60
$2.46B 0.33%
7,722,709
-524,123
61
$2.46B 0.33%
57,963,059
-461,295
62
$2.46B 0.33%
22,528,269
+3,779,269
63
$2.42B 0.33%
43,267,135
+2,417,070
64
$2.42B 0.33%
12,102,485
-1,804,464
65
$2.42B 0.33%
10,073,572
+669,197
66
$2.31B 0.31%
42,826,242
+1,718,891
67
$2.3B 0.31%
15,858,858
-1,481,526
68
$2.26B 0.3%
19,385,077
-1,092,196
69
$2.24B 0.3%
27,875,555
+2,102,500
70
$2.23B 0.3%
15,795,423
+2,185,920
71
$2.22B 0.3%
3,639,215
-258,812
72
$2.18B 0.29%
5,661,387
-1,760,110
73
$2.16B 0.29%
29,161,499
-97,073
74
$2.13B 0.29%
27,119,446
-420,833
75
$2.13B 0.29%
8,326,165
+904,569
1 2
3
4 5