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
151
$1.14B 0.15%
15,494,450
+59,412
152
$1.14B 0.15%
55,375,768
+3,581,960
153
$1.13B 0.15%
4,267,447
-5,227
154
$1.12B 0.15%
1,508,798
+188,469
155
$1.11B 0.15%
58,934,298
-1,932,754
156
$1.11B 0.15%
15,790,218
+165,503
157
$1.1B 0.15%
17,928,216
+6,718,367
158
$1.09B 0.15%
3,235,596
-485,067
159
$1.08B 0.14%
15,399,628
+4,409,756
160
$1.07B 0.14%
21,229,330
-2,104,599
161
$1.05B 0.14%
2,776,811
-14,751
162
$1.05B 0.14%
5,443,023
+685,436
163
$1.04B 0.14%
9,310,263
-2,311,738
164
$1B 0.14%
5,116,357
-33,057
165
$1,000M 0.13%
19,763,022
+984,472
166
$998M 0.13%
15,217,052
+263,599
167
$995M 0.13%
8,788,991
-535,406
168
$992M 0.13%
3,377,337
-362,255
169
$963M 0.13%
573,532
-53,492
170
$963M 0.13%
6,562,744
-498,245
171
$942M 0.13%
9,623,694
+490,974
172
$925M 0.12%
3,762,192
-801,606
173
$923M 0.12%
4,808,009
-262,440
174
$906M 0.12%
10,399,995
-2,077,059
175
$904M 0.12%
10,214,112
+382,398
5 6
7
8 9