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
1876
$24.5M ﹤0.01%
236,916
+33,132
1877
$24.4M ﹤0.01%
650,414
+131,381
1878
$24.4M ﹤0.01%
499,215
+92,471
1879
$24.4M ﹤0.01%
415,939
+14,500
1880
$24.3M ﹤0.01%
406,492
-78,960
1881
$24.3M ﹤0.01%
501,236
-221,614
1882
$24.3M ﹤0.01%
1,912,573
+1,045,529
1883
$24.3M ﹤0.01%
1,567,869
+157,787
1884
$24.3M ﹤0.01%
616,824
+112,061
1885
$24.3M ﹤0.01%
101,867
+19,283
1886
$24.2M ﹤0.01%
488,140
-43,443
1887
$24.2M ﹤0.01%
302,951
-40,878
1888
$24.2M ﹤0.01%
455,669
-215,566
1889
$24.1M ﹤0.01%
317,888
-25,585
1890
$24.1M ﹤0.01%
141,559
+51,829
1891
$24.1M ﹤0.01%
140,425
-325
1892
$24.1M ﹤0.01%
685,150
-66,707
1893
$24.1M ﹤0.01%
565,846
+1,634
1894
$24.1M ﹤0.01%
507,799
+45,737
1895
$24M ﹤0.01%
270,190
-69,590
1896
$24M ﹤0.01%
423,692
+198,335
1897
$24M ﹤0.01%
304,322
+13,261
1898
$24M ﹤0.01%
965,010
+12,538
1899
$24M ﹤0.01%
293,198
-169,704
1900
$24M ﹤0.01%
624,936
+485,543
74 75
76
77 78