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
2926
$4.73M ﹤0.01%
300,154
-171,422
2927
$4.73M ﹤0.01%
159,954
+7,531
2928
$4.72M ﹤0.01%
78,101
+48,241
2929
$4.72M ﹤0.01%
123,503
+2,002
2930
$4.72M ﹤0.01%
75,725
+22,641
2931
$4.69M ﹤0.01%
808,644
-15,158
2932
$4.68M ﹤0.01%
611,478
-2,314,535
2933
$4.68M ﹤0.01%
621,527
-687,342
2934
$4.68M ﹤0.01%
220,455
+194,521
2935
$4.68M ﹤0.01%
414,238
+79,300
2936
$4.68M ﹤0.01%
155,503
+70,890
2937
$4.68M ﹤0.01%
791,457
+234,860
2938
$4.67M ﹤0.01%
39,033
+10,297
2939
$4.67M ﹤0.01%
386,956
+322,974
2940
$4.67M ﹤0.01%
633,491
+277,669
2941
$4.66M ﹤0.01%
643,090
+579,784
2942
$4.66M ﹤0.01%
153,762
-68,207
2943
$4.65M ﹤0.01%
223,798
+52,568
2944
$4.64M ﹤0.01%
61,979
+22,821
2945
$4.64M ﹤0.01%
886,640
+428,370
2946
$4.64M ﹤0.01%
156,640
+87,925
2947
$4.64M ﹤0.01%
552,066
-417,846
2948
$4.63M ﹤0.01%
508,731
+56,848
2949
$4.63M ﹤0.01%
137,181
-8,107
2950
$4.62M ﹤0.01%
232,623
-23,432
116 117
118
119 120