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
2851
$5.19M ﹤0.01%
76,884
+66,370
2852
$5.19M ﹤0.01%
409,815
+70,135
2853
$5.19M ﹤0.01%
98,424
-6,830
2854
$5.17M ﹤0.01%
147,288
+89,325
2855
$5.17M ﹤0.01%
113,036
-8,566
2856
$5.16M ﹤0.01%
403,523
+30,770
2857
$5.15M ﹤0.01%
425,475
-732,494
2858
$5.15M ﹤0.01%
107,727
-167,579
2859
$5.15M ﹤0.01%
343,572
+13,162
2860
$5.15M ﹤0.01%
122,330
+22,118
2861
$5.15M ﹤0.01%
488,266
-135,636
2862
$5.14M ﹤0.01%
79,575
-3,293
2863
$5.13M ﹤0.01%
280,207
+12,766
2864
$5.12M ﹤0.01%
13,115
-6,553
2865
$5.11M ﹤0.01%
197,496
-4,395
2866
$5.11M ﹤0.01%
1,266,875
+320,622
2867
$5.09M ﹤0.01%
68,570
+28,115
2868
$5.08M ﹤0.01%
106,452
-31,083
2869
$5.08M ﹤0.01%
256,051
-35,123
2870
$5.07M ﹤0.01%
640,698
+82,214
2871
$5.07M ﹤0.01%
126,016
+123,004
2872
$5.07M ﹤0.01%
361,765
+14,104
2873
$5.05M ﹤0.01%
271,314
-10,101
2874
$5.05M ﹤0.01%
16,954
+6,016
2875
$5.05M ﹤0.01%
249,802
+189,858
113 114
115
116 117