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
2901
$4.88M ﹤0.01%
596,705
+23,850
2902
$4.87M ﹤0.01%
92,435
-259
2903
$4.86M ﹤0.01%
33,119
-6,655
2904
$4.85M ﹤0.01%
264,709
-618
2905
$4.85M ﹤0.01%
73,109
+50,843
2906
$4.85M ﹤0.01%
3,088,238
-275,856
2907
$4.84M ﹤0.01%
179,536
-133,537
2908
$4.84M ﹤0.01%
68,392
+11,825
2909
$4.83M ﹤0.01%
92,948
-84,459
2910
$4.83M ﹤0.01%
479,375
+15,106
2911
$4.83M ﹤0.01%
297,037
+32,215
2912
$4.83M ﹤0.01%
173,589
-26,227
2913
$4.83M ﹤0.01%
120,124
-47,107
2914
$4.82M ﹤0.01%
916,061
+282,506
2915
$4.81M ﹤0.01%
157,703
-5,362
2916
$4.81M ﹤0.01%
454,790
-19,564
2917
$4.79M ﹤0.01%
90,720
-20,605
2918
$4.79M ﹤0.01%
29,286
-28,682
2919
$4.79M ﹤0.01%
233,446
-39,425
2920
$4.77M ﹤0.01%
189,935
-14,299
2921
$4.77M ﹤0.01%
107,053
+91,716
2922
$4.77M ﹤0.01%
255,377
+144,944
2923
$4.75M ﹤0.01%
230,370
-276
2924
$4.75M ﹤0.01%
371,010
-27,766
2925
$4.74M ﹤0.01%
87,065
+14,501
115 116
117
118 119