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
2676
$6.17M ﹤0.01%
583,535
-97,930
2677
$6.16M ﹤0.01%
535,511
+67,272
2678
$6.16M ﹤0.01%
215,895
+109,011
2679
$6.13M ﹤0.01%
241,044
+201,441
2680
$6.12M ﹤0.01%
77,432
-140,542
2681
$6.12M ﹤0.01%
132,838
+9,426
2682
$6.12M ﹤0.01%
189,859
+189,559
2683
$6.11M ﹤0.01%
188,083
-46,598
2684
$6.11M ﹤0.01%
92,291
+29,038
2685
$6.11M ﹤0.01%
306,447
+12,909
2686
$6.1M ﹤0.01%
227,108
+39,438
2687
$6.09M ﹤0.01%
454,299
+182,715
2688
$6.09M ﹤0.01%
361,207
-3,287
2689
$6.09M ﹤0.01%
150,673
-483,288
2690
$6.07M ﹤0.01%
112,012
-77,473
2691
$6.06M ﹤0.01%
143,379
+117,569
2692
$6.06M ﹤0.01%
221,068
+194,711
2693
$6.05M ﹤0.01%
46,959
-9,827
2694
$6.05M ﹤0.01%
128,864
+33,008
2695
$6.02M ﹤0.01%
214,212
+69,141
2696
$6.02M ﹤0.01%
697,236
+256,149
2697
$6.01M ﹤0.01%
651,683
+73,021
2698
$6.01M ﹤0.01%
69,472
+23
2699
$6M ﹤0.01%
1,028,618
+79,544
2700
$6M ﹤0.01%
675,074
+76,877
106 107
108
109 110