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
126
$1.39B 0.19%
8,015,093
-1,521,329
127
$1.39B 0.19%
5,850,896
+180,339
128
$1.35B 0.18%
22,121,421
+513,977
129
$1.35B 0.18%
22,887,012
+1,352,796
130
$1.34B 0.18%
6,082,129
+2,489
131
$1.33B 0.18%
33,922,302
-293,760
132
$1.32B 0.18%
11,949,770
+1,065,725
133
$1.32B 0.18%
14,948,235
+1,240,037
134
$1.3B 0.17%
42,219,763
-2,955,290
135
$1.29B 0.17%
5,911,916
+193,330
136
$1.28B 0.17%
5,399,181
-5,003,218
137
$1.28B 0.17%
5,840,279
-902,305
138
$1.27B 0.17%
3,677,875
-366,805
139
$1.25B 0.17%
8,356,817
+157,238
140
$1.24B 0.17%
4,147,759
+369,154
141
$1.24B 0.17%
14,349,509
+2,186,042
142
$1.22B 0.16%
2,579,349
-756,723
143
$1.22B 0.16%
6,263,448
-1,298,039
144
$1.21B 0.16%
23,913,589
+2,724,188
145
$1.21B 0.16%
5,960,831
+290,139
146
$1.18B 0.16%
31,387,401
-1,795,193
147
$1.16B 0.16%
2,608,729
-491,367
148
$1.16B 0.16%
9,522,259
+135,513
149
$1.16B 0.16%
9,073,862
+978,245
150
$1.14B 0.15%
7,135,965
+26,407
4 5
6
7 8