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
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,006
New
Increased
Reduced
Closed

Top Buys

1
+$2.32B
2
+$1.24B
3
+$1.04B
4
UBER icon
Uber
UBER
+$960M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$931M

Top Sells

1
+$655M
2
+$652M
3
+$462M
4
NFLX icon
Netflix
NFLX
+$424M
5
IAC icon
IAC Inc
IAC
+$419M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$7.2M ﹤0.01%
2,376,565
-401,053
2502
$7.2M ﹤0.01%
85,645
+59,162
2503
$7.2M ﹤0.01%
367,622
-16,933
2504
$7.2M ﹤0.01%
165,234
+12,853
2505
$7.19M ﹤0.01%
212,627
+121,130
2506
$7.19M ﹤0.01%
157,909
-61,024
2507
$7.18M ﹤0.01%
281,665
+131,707
2508
$7.17M ﹤0.01%
235,957
+134,956
2509
$7.17M ﹤0.01%
185,369
+90,985
2510
$7.16M ﹤0.01%
6,513
-37
2511
$7.15M ﹤0.01%
62,025
-7,385
2512
$7.14M ﹤0.01%
940,162
-331,851
2513
$7.13M ﹤0.01%
411,930
+32,623
2514
$7.13M ﹤0.01%
181,818
+166,468
2515
$7.12M ﹤0.01%
166,425
-262,784
2516
$7.1M ﹤0.01%
154,346
-13,407
2517
$7.1M ﹤0.01%
1,744,095
-41,377
2518
$7.09M ﹤0.01%
406,947
-14,794
2519
$7.09M ﹤0.01%
232,040
+219,294
2520
$7.09M ﹤0.01%
541,400
-1,357
2521
$7.08M ﹤0.01%
18,749
-6,421
2522
$7.08M ﹤0.01%
143,354
-22,002
2523
$7.08M ﹤0.01%
191,028
+5,625
2524
$7.08M ﹤0.01%
208,947
-5,886
2525
$7.06M ﹤0.01%
436,200
+93,461
99 100
101
102 103