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
2601
$6.57M ﹤0.01%
140,003
+39,372
2602
$6.56M ﹤0.01%
433,760
+271,352
2603
$6.56M ﹤0.01%
120,207
-3,151
2604
$6.55M ﹤0.01%
213,638
+194,721
2605
$6.55M ﹤0.01%
183,084
-1,585
2606
$6.54M ﹤0.01%
616,853
-104,116
2607
$6.53M ﹤0.01%
64,687
+13,084
2608
$6.53M ﹤0.01%
675,892
-202,483
2609
$6.52M ﹤0.01%
904,096
+498,480
2610
$6.52M ﹤0.01%
390,681
+198,994
2611
$6.52M ﹤0.01%
83,503
-45,448
2612
$6.51M ﹤0.01%
119,296
+79,365
2613
$6.5M ﹤0.01%
111,746
+52,687
2614
$6.5M ﹤0.01%
211,867
+139,663
2615
$6.49M ﹤0.01%
2,284
-92
2616
$6.48M ﹤0.01%
107,811
+22,153
2617
$6.48M ﹤0.01%
17,965
-1,971
2618
$6.48M ﹤0.01%
128,847
+31,416
2619
$6.48M ﹤0.01%
197,466
+119,940
2620
$6.47M ﹤0.01%
297,116
-48,488
2621
$6.47M ﹤0.01%
94,804
+56,048
2622
$6.46M ﹤0.01%
202,408
+189,501
2623
$6.46M ﹤0.01%
158,013
-40,003
2624
$6.46M ﹤0.01%
271,772
-66,939
2625
$6.46M ﹤0.01%
301,685
-188,673
103 104
105
106 107