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
726
$123M 0.02%
5,728,880
+367,632
727
$123M 0.02%
1,259,230
-19,831
728
$123M 0.02%
1,943,215
+176,109
729
$123M 0.02%
3,419,429
+630,202
730
$122M 0.02%
1,350,309
-98,267
731
$122M 0.02%
1,719,499
+42,482
732
$122M 0.02%
9,228,568
+7,168,532
733
$122M 0.02%
1,968,879
+54,618
734
$122M 0.02%
1,156,626
+787,600
735
$122M 0.02%
1,840,454
+30,787
736
$122M 0.02%
8,713,491
+1,603,071
737
$122M 0.02%
3,189,517
-1,112,326
738
$121M 0.02%
981,735
+98,075
739
$121M 0.02%
1,496,491
-102,632
740
$121M 0.02%
7,519,513
-1,287,709
741
$121M 0.02%
736,487
-377,623
742
$120M 0.02%
939,417
-28,696
743
$120M 0.02%
760,597
-244,071
744
$120M 0.02%
998,103
-525,755
745
$120M 0.02%
6,609,951
+1,918,930
746
$120M 0.02%
1,736,741
-308,976
747
$120M 0.02%
646,027
+289,839
748
$119M 0.02%
1,440,764
-193,800
749
$119M 0.02%
995,277
-293,332
750
$118M 0.02%
2,744,533
+235,430
28 29
30
31 32