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
2001
$21.7M ﹤0.01%
442,280
+49,010
2002
$21.6M ﹤0.01%
273,904
-33,673
2003
$21.6M ﹤0.01%
396,018
+38,741
2004
$21.6M ﹤0.01%
101,599
+52,234
2005
$21.6M ﹤0.01%
311,433
-36,714
2006
$21.6M ﹤0.01%
248,494
+22,292
2007
$21.6M ﹤0.01%
2,631,275
+14,623
2008
$21.5M ﹤0.01%
1,149,629
-315,007
2009
$21.5M ﹤0.01%
1,558,124
+23,549
2010
$21.5M ﹤0.01%
237,675
-3,482
2011
$21.5M ﹤0.01%
804,689
-25,830
2012
$21.5M ﹤0.01%
464,850
+134,554
2013
$21.4M ﹤0.01%
465,832
-1,091,402
2014
$21.4M ﹤0.01%
422,105
-52,281
2015
$21.4M ﹤0.01%
2,144,723
+214,710
2016
$21.4M ﹤0.01%
702,240
+73,071
2017
$21.3M ﹤0.01%
3,764,338
-522,163
2018
$21.3M ﹤0.01%
1,589,358
+26,227
2019
$21.3M ﹤0.01%
421,113
-3,814
2020
$21.3M ﹤0.01%
206,852
+7,822
2021
$21.3M ﹤0.01%
1,722,633
+288,556
2022
$21.3M ﹤0.01%
737,031
+18,116
2023
$21.3M ﹤0.01%
431,612
-441,356
2024
$21.2M ﹤0.01%
914,047
+284,030
2025
$21.2M ﹤0.01%
1,595,857
+15,659
79 80
81
82 83