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
2651
$6.34M ﹤0.01%
398,281
-9,769
2652
$6.33M ﹤0.01%
151,746
+108,555
2653
$6.33M ﹤0.01%
450,616
-260,804
2654
$6.31M ﹤0.01%
282,907
-8,893
2655
$6.31M ﹤0.01%
275,492
-45,928
2656
$6.31M ﹤0.01%
1,029,339
+149,123
2657
$6.3M ﹤0.01%
217,251
-72,669
2658
$6.29M ﹤0.01%
247,871
-73,219
2659
$6.29M ﹤0.01%
52,293
-242,825
2660
$6.28M ﹤0.01%
1,532,636
+933,735
2661
$6.28M ﹤0.01%
261,126
-198,021
2662
$6.28M ﹤0.01%
241,957
-44,948
2663
$6.26M ﹤0.01%
179,864
+166,049
2664
$6.26M ﹤0.01%
82,055
+33,742
2665
$6.26M ﹤0.01%
122,684
+4,044
2666
$6.25M ﹤0.01%
178,216
+114,390
2667
$6.23M ﹤0.01%
271,958
+187,273
2668
$6.22M ﹤0.01%
164,429
+155,945
2669
$6.22M ﹤0.01%
104,463
-19,473
2670
$6.2M ﹤0.01%
134,020
-40,591
2671
$6.2M ﹤0.01%
73,265
+56,143
2672
$6.2M ﹤0.01%
296,245
+56,362
2673
$6.19M ﹤0.01%
487,392
+356,949
2674
$6.18M ﹤0.01%
464,431
-67,313
2675
$6.17M ﹤0.01%
65,246
+26,770
105 106
107
108 109