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
2701
$5.99M ﹤0.01%
461,669
+4,341
2702
$5.98M ﹤0.01%
48,949
+2,199
2703
$5.98M ﹤0.01%
101,582
+65,608
2704
$5.97M ﹤0.01%
98,297
-5,873
2705
$5.97M ﹤0.01%
120,238
-6,332
2706
$5.97M ﹤0.01%
345,834
+29,614
2707
$5.97M ﹤0.01%
520,559
+449,311
2708
$5.97M ﹤0.01%
577,841
-46,929
2709
$5.96M ﹤0.01%
408,168
+3,645
2710
$5.95M ﹤0.01%
121,282
-26,122
2711
$5.95M ﹤0.01%
211,077
+9,207
2712
$5.94M ﹤0.01%
155,056
+642
2713
$5.93M ﹤0.01%
358,129
+18,683
2714
$5.93M ﹤0.01%
512,673
+377,277
2715
$5.93M ﹤0.01%
261,982
-165,585
2716
$5.92M ﹤0.01%
290,900
+59,104
2717
$5.92M ﹤0.01%
40,813
+15,462
2718
$5.92M ﹤0.01%
110,077
-227,221
2719
$5.91M ﹤0.01%
201,331
-201,241
2720
$5.91M ﹤0.01%
75
+58
2721
$5.91M ﹤0.01%
100,940
-9,581
2722
$5.91M ﹤0.01%
1,191,178
+802,866
2723
$5.9M ﹤0.01%
176,148
+34,976
2724
$5.9M ﹤0.01%
130,277
-12,457
2725
$5.88M ﹤0.01%
322,026
+249,654
107 108
109
110 111