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
1701
$29.7M ﹤0.01%
256,719
-39,616
1702
$29.5M ﹤0.01%
934,919
+282,177
1703
$29.5M ﹤0.01%
201,665
-177,033
1704
$29.5M ﹤0.01%
480,681
+18,996
1705
$29.5M ﹤0.01%
260,628
-386,564
1706
$29.4M ﹤0.01%
352,470
-229,563
1707
$29.4M ﹤0.01%
186,553
-38,539
1708
$29.4M ﹤0.01%
192,122
+22,824
1709
$29.4M ﹤0.01%
538,384
-197,906
1710
$29.4M ﹤0.01%
892,699
-120,577
1711
$29.3M ﹤0.01%
+2,352,336
1712
$29.3M ﹤0.01%
658,051
+142,459
1713
$29.2M ﹤0.01%
620,720
+119,551
1714
$29.2M ﹤0.01%
145,888
+33,170
1715
$29.2M ﹤0.01%
588,898
-198,068
1716
$29.1M ﹤0.01%
150,586
-30,121
1717
$29.1M ﹤0.01%
1,186,070
-229,092
1718
$28.9M ﹤0.01%
897,404
+75,555
1719
$28.8M ﹤0.01%
755,579
+114,365
1720
$28.8M ﹤0.01%
+542,346
1721
$28.7M ﹤0.01%
289,071
-352
1722
$28.7M ﹤0.01%
201,236
+21,048
1723
$28.7M ﹤0.01%
188,862
-10,715
1724
$28.6M ﹤0.01%
667,573
+63,567
1725
$28.5M ﹤0.01%
844,917
-15,108
67 68
69
70 71