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
2751
$5.76M ﹤0.01%
236,199
+29,890
2752
$5.76M ﹤0.01%
2,431,379
+1,352,519
2753
$5.74M ﹤0.01%
195,411
-147,450
2754
$5.74M ﹤0.01%
245,896
+38,362
2755
$5.74M ﹤0.01%
162,240
+21,630
2756
$5.73M ﹤0.01%
142,081
+133,365
2757
$5.73M ﹤0.01%
460,537
+403,661
2758
$5.73M ﹤0.01%
465,074
-3,807
2759
$5.72M ﹤0.01%
61,030
-131,584
2760
$5.7M ﹤0.01%
1,959,359
+15,154
2761
$5.69M ﹤0.01%
202,131
+186,174
2762
$5.68M ﹤0.01%
554,986
+445,861
2763
$5.68M ﹤0.01%
79,382
+3,221
2764
$5.67M ﹤0.01%
202,672
+122,152
2765
$5.67M ﹤0.01%
395,690
+158,920
2766
$5.66M ﹤0.01%
62,228
-2,485
2767
$5.66M ﹤0.01%
187,124
-9,346
2768
$5.66M ﹤0.01%
310,387
+72,586
2769
$5.65M ﹤0.01%
279,665
+31,097
2770
$5.64M ﹤0.01%
122,531
+51,479
2771
$5.64M ﹤0.01%
892,169
-14,756
2772
$5.64M ﹤0.01%
79,082
-24,161
2773
$5.63M ﹤0.01%
340,248
+93,239
2774
$5.63M ﹤0.01%
196,734
+130,719
2775
$5.63M ﹤0.01%
131,959
+20,311