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
2951
$4.62M ﹤0.01%
82,218
-46,256
2952
$4.62M ﹤0.01%
60,838
+18,253
2953
$4.61M ﹤0.01%
57,835
-2,492
2954
$4.61M ﹤0.01%
153,075
-7,559
2955
$4.6M ﹤0.01%
238,602
+109,730
2956
$4.6M ﹤0.01%
602,684
+10,682
2957
$4.6M ﹤0.01%
414,055
-61,529
2958
$4.6M ﹤0.01%
325,998
+164,761
2959
$4.59M ﹤0.01%
186,644
+67,778
2960
$4.58M ﹤0.01%
69,041
+15,666
2961
$4.58M ﹤0.01%
102,296
-49,500
2962
$4.57M ﹤0.01%
618,790
+220,228
2963
$4.57M ﹤0.01%
510,647
+26,355
2964
$4.56M ﹤0.01%
263,410
+107,832
2965
$4.56M ﹤0.01%
423,301
-107,667
2966
$4.55M ﹤0.01%
930,850
+341,134
2967
$4.55M ﹤0.01%
230,835
+67,536
2968
$4.55M ﹤0.01%
33,778
+12,467
2969
$4.55M ﹤0.01%
109,864
+36,864
2970
$4.54M ﹤0.01%
180,070
-4,875
2971
$4.54M ﹤0.01%
480,676
+20,531
2972
$4.54M ﹤0.01%
+232,781
2973
$4.53M ﹤0.01%
52,541
-8,505
2974
$4.53M ﹤0.01%
153,394
-28,991
2975
$4.53M ﹤0.01%
49,533
-151,544
117 118
119
120 121