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
2876
$5.04M ﹤0.01%
113,051
-70,920
2877
$5.03M ﹤0.01%
69,030
-6,079
2878
$5.03M ﹤0.01%
356,705
+96,278
2879
$5.02M ﹤0.01%
146,843
-11,169
2880
$5.01M ﹤0.01%
105,308
+24,987
2881
$5.01M ﹤0.01%
126,460
+72,652
2882
$5M ﹤0.01%
53,646
+44,782
2883
$5M ﹤0.01%
229,026
-3,973
2884
$5M ﹤0.01%
118,739
+28,004
2885
$4.99M ﹤0.01%
681,499
+30,994
2886
$4.97M ﹤0.01%
153,533
+106,999
2887
$4.96M ﹤0.01%
124,291
+82,781
2888
$4.96M ﹤0.01%
460,549
+39,871
2889
$4.96M ﹤0.01%
34,281
-3,961
2890
$4.95M ﹤0.01%
58,673
-30,376
2891
$4.95M ﹤0.01%
134,847
+102,297
2892
$4.95M ﹤0.01%
116,487
+416
2893
$4.94M ﹤0.01%
30,114
+27,834
2894
$4.94M ﹤0.01%
819,042
-125,532
2895
$4.93M ﹤0.01%
485,209
+410,329
2896
$4.93M ﹤0.01%
73,631
-36,968
2897
$4.93M ﹤0.01%
166,872
+101,972
2898
$4.9M ﹤0.01%
286,614
+67,369
2899
$4.88M ﹤0.01%
44,126
-169,515
2900
$4.88M ﹤0.01%
89,508
+22,779
114 115
116
117 118