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
1976
$22.3M ﹤0.01%
859,845
+451,949
1977
$22.3M ﹤0.01%
99,227
-7,946
1978
$22.3M ﹤0.01%
1,217,464
+134,123
1979
$22.2M ﹤0.01%
1,296,796
+11,347
1980
$22.2M ﹤0.01%
720,920
-83,810
1981
$22.2M ﹤0.01%
1,549,509
+1,134,167
1982
$22.1M ﹤0.01%
281,821
-35,100
1983
$22.1M ﹤0.01%
+2,000,000
1984
$22.1M ﹤0.01%
476,770
+124,163
1985
$22.1M ﹤0.01%
212,475
+10,662
1986
$22.1M ﹤0.01%
392,260
-183,236
1987
$22.1M ﹤0.01%
463,812
+161,376
1988
$22.1M ﹤0.01%
214,628
+32,825
1989
$22.1M ﹤0.01%
527,329
+10,248
1990
$22M ﹤0.01%
522,309
-91,255
1991
$22M ﹤0.01%
354,469
+191,738
1992
$22M ﹤0.01%
1,923,861
-120,760
1993
$21.9M ﹤0.01%
112,271
-84,573
1994
$21.9M ﹤0.01%
568,976
+149,221
1995
$21.9M ﹤0.01%
249,051
+89,407
1996
$21.9M ﹤0.01%
468,699
+56,641
1997
$21.9M ﹤0.01%
1,104,282
-9,453
1998
$21.8M ﹤0.01%
1,313,422
-84,282
1999
$21.8M ﹤0.01%
34,964
-6,991
2000
$21.8M ﹤0.01%
298,350
+6,427
78 79
80
81 82