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
2026
$21.2M ﹤0.01%
389,200
-275,160
2027
$21.2M ﹤0.01%
28,563
+6,216
2028
$21.2M ﹤0.01%
337,516
+43,108
2029
$21.2M ﹤0.01%
693,735
+518,130
2030
$21.2M ﹤0.01%
362,229
+9,451
2031
$21.1M ﹤0.01%
514,099
-24,041
2032
$21.1M ﹤0.01%
194,938
+75,208
2033
$21.1M ﹤0.01%
490,994
+10,157
2034
$21M ﹤0.01%
904,138
-29,128
2035
$21M ﹤0.01%
899,655
+36,933
2036
$20.9M ﹤0.01%
850,710
+206,300
2037
$20.9M ﹤0.01%
243,832
+11,498
2038
$20.9M ﹤0.01%
432,222
-39,478
2039
$20.9M ﹤0.01%
1,284,487
+144,374
2040
$20.9M ﹤0.01%
739,007
+343,674
2041
$20.9M ﹤0.01%
1,381,670
+487,557
2042
$20.9M ﹤0.01%
1,276,256
+978,332
2043
$20.8M ﹤0.01%
520,328
-1,235,270
2044
$20.7M ﹤0.01%
1,182,921
+340,334
2045
$20.7M ﹤0.01%
2,000,000
2046
$20.7M ﹤0.01%
1,810,545
-251,502
2047
$20.7M ﹤0.01%
1,644,669
+650,465
2048
$20.7M ﹤0.01%
229,069
-161,029
2049
$20.6M ﹤0.01%
499,527
+197,000
2050
$20.6M ﹤0.01%
788,475
-27,859
80 81
82
83 84