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
2626
$6.46M ﹤0.01%
264,653
+3,068
2627
$6.46M ﹤0.01%
1,309,103
+808,987
2628
$6.45M ﹤0.01%
31,044
-373
2629
$6.45M ﹤0.01%
102,027
+16,150
2630
$6.45M ﹤0.01%
158,725
+4,547
2631
$6.45M ﹤0.01%
142,430
+72,281
2632
$6.44M ﹤0.01%
141,117
-11,943
2633
$6.43M ﹤0.01%
477,233
+403,760
2634
$6.42M ﹤0.01%
659,598
+96,346
2635
$6.42M ﹤0.01%
158,505
+36,261
2636
$6.41M ﹤0.01%
3,128,492
+674,739
2637
$6.41M ﹤0.01%
138,244
-2,506
2638
$6.41M ﹤0.01%
257,525
-8,059
2639
$6.4M ﹤0.01%
213,850
+191,640
2640
$6.4M ﹤0.01%
453,639
+29,421
2641
$6.39M ﹤0.01%
91,084
-4,054
2642
$6.37M ﹤0.01%
29,503
-11,918
2643
$6.37M ﹤0.01%
370,841
+97,144
2644
$6.36M ﹤0.01%
242,316
+39,791
2645
$6.36M ﹤0.01%
533,303
-314,804
2646
$6.36M ﹤0.01%
396,959
+44,987
2647
$6.36M ﹤0.01%
1,266,411
+184,341
2648
$6.36M ﹤0.01%
483,008
+16,990
2649
$6.35M ﹤0.01%
109,352
+10,342
2650
$6.34M ﹤0.01%
182,662
+43,886
104 105
106
107 108