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
826
$103M 0.01%
1,828,140
-53,321
827
$103M 0.01%
741,993
-99,524
828
$103M 0.01%
679,983
+130,770
829
$103M 0.01%
974,582
+151,371
830
$103M 0.01%
5,704,349
+12,054
831
$103M 0.01%
884,185
+24,273
832
$102M 0.01%
3,128,373
+74,013
833
$102M 0.01%
1,550,480
+315,989
834
$102M 0.01%
1,144,557
+21,895
835
$102M 0.01%
1,589,220
+36,560
836
$102M 0.01%
1,103,130
+104,832
837
$102M 0.01%
1,630,836
+22,050
838
$102M 0.01%
1,954,990
-49,522
839
$102M 0.01%
967,736
+541,118
840
$102M 0.01%
1,300,140
-373,519
841
$102M 0.01%
859,759
-67,097
842
$101M 0.01%
2,041,478
+563,154
843
$101M 0.01%
754,489
-80,048
844
$100M 0.01%
1,358,315
+80,222
845
$100M 0.01%
503,816
-3,231
846
$100M 0.01%
2,803,423
-564,989
847
$99.7M 0.01%
1,636,787
-602,927
848
$99.6M 0.01%
428,860
+45,205
849
$99.4M 0.01%
3,081,374
+25,050
850
$99.2M 0.01%
2,325,588
+325,537
32 33
34
35 36