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
2551
$6.91M ﹤0.01%
164,523
+116,788
2552
$6.9M ﹤0.01%
348,631
+33,847
2553
$6.89M ﹤0.01%
363,851
+32,351
2554
$6.89M ﹤0.01%
2,232,259
-967,293
2555
$6.87M ﹤0.01%
1,229,675
+387,371
2556
$6.86M ﹤0.01%
993,212
+108,031
2557
$6.86M ﹤0.01%
127,602
+6,586
2558
$6.85M ﹤0.01%
61,248
+6,517
2559
$6.84M ﹤0.01%
404,822
+263,700
2560
$6.84M ﹤0.01%
102,432
-129,026
2561
$6.83M ﹤0.01%
56,516
+3,813
2562
$6.82M ﹤0.01%
227,769
+102,085
2563
$6.82M ﹤0.01%
153,502
+138,858
2564
$6.81M ﹤0.01%
213,480
+1,464
2565
$6.81M ﹤0.01%
362,078
+187,728
2566
$6.8M ﹤0.01%
322,879
+69,497
2567
$6.79M ﹤0.01%
432,153
+68,404
2568
$6.78M ﹤0.01%
89,446
-19,418
2569
$6.77M ﹤0.01%
174,144
+14,526
2570
$6.77M ﹤0.01%
455,192
+41,941
2571
$6.77M ﹤0.01%
58,749
-1,529
2572
$6.76M ﹤0.01%
297,958
+68,312
2573
$6.75M ﹤0.01%
742,367
+575,391
2574
$6.75M ﹤0.01%
262,389
-59,065
2575
$6.75M ﹤0.01%
149,754
+106,422
101 102
103
104 105