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
1926
$23.4M ﹤0.01%
973,535
-374,947
1927
$23.4M ﹤0.01%
407,603
+83,976
1928
$23.3M ﹤0.01%
168,335
-726,193
1929
$23.3M ﹤0.01%
560,753
-145,171
1930
$23.2M ﹤0.01%
466,805
-92,913
1931
$23.2M ﹤0.01%
4,259,162
+230,120
1932
$23.2M ﹤0.01%
393,375
-13,537
1933
$23.2M ﹤0.01%
309,533
+38,194
1934
$23.2M ﹤0.01%
134,674
+49,484
1935
$23.2M ﹤0.01%
267,753
-1,324
1936
$23.1M ﹤0.01%
637,531
+69,900
1937
$23.1M ﹤0.01%
267,150
+8,513
1938
$23M ﹤0.01%
792,050
+64,845
1939
$23M ﹤0.01%
812,224
-526,849
1940
$23M ﹤0.01%
441,521
+87,895
1941
$23M ﹤0.01%
192,607
+40,483
1942
$23M ﹤0.01%
163,494
+32,823
1943
$23M ﹤0.01%
180,486
-59,760
1944
$23M ﹤0.01%
403,440
-4,523
1945
$22.9M ﹤0.01%
516,477
-16,201
1946
$22.9M ﹤0.01%
343,747
+21,844
1947
$22.8M ﹤0.01%
1,319,232
+41,928
1948
$22.8M ﹤0.01%
1,353,140
+13,870
1949
$22.8M ﹤0.01%
524,346
+55,554
1950
$22.8M ﹤0.01%
426,144
-6,988
76 77
78
79 80