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
2526
$7.05M ﹤0.01%
224,614
+134,768
2527
$7.03M ﹤0.01%
391,350
+115,039
2528
$7.03M ﹤0.01%
7,610,399
+5,350,651
2529
$7.03M ﹤0.01%
143,977
+127,980
2530
$7.03M ﹤0.01%
365,580
-8,286
2531
$7.02M ﹤0.01%
304,597
+283,072
2532
$7.02M ﹤0.01%
86,038
-81,397
2533
$7.01M ﹤0.01%
478,159
+19,338
2534
$7.01M ﹤0.01%
6,207
-9,228
2535
$7.01M ﹤0.01%
212,263
+157,685
2536
$7M ﹤0.01%
489,403
+129,244
2537
$7M ﹤0.01%
93,705
-11,563
2538
$6.99M ﹤0.01%
508,108
+176,377
2539
$6.99M ﹤0.01%
277,439
+18,800
2540
$6.98M ﹤0.01%
119,984
-72,979
2541
$6.97M ﹤0.01%
350,481
+66,899
2542
$6.97M ﹤0.01%
209,684
+22,407
2543
$6.96M ﹤0.01%
49,078
-6,285
2544
$6.96M ﹤0.01%
130,647
+99,393
2545
$6.96M ﹤0.01%
5,006,884
+4,362,197
2546
$6.95M ﹤0.01%
299,479
+15,237
2547
$6.95M ﹤0.01%
495,297
-81,141
2548
$6.93M ﹤0.01%
681,677
+46,504
2549
$6.92M ﹤0.01%
1,267,121
+776,687
2550
$6.92M ﹤0.01%
161,176
-4,439
100 101
102
103 104