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
2976
$4.53M ﹤0.01%
81,639
-9,488
2977
$4.52M ﹤0.01%
279,731
+185,374
2978
$4.52M ﹤0.01%
495,186
+292,979
2979
$4.51M ﹤0.01%
159,767
-115,562
2980
$4.51M ﹤0.01%
277,945
+86,882
2981
$4.51M ﹤0.01%
125,762
-2,852,936
2982
$4.5M ﹤0.01%
235,832
-42,245
2983
$4.48M ﹤0.01%
99,890
+38,305
2984
$4.48M ﹤0.01%
251,156
-6,158
2985
$4.48M ﹤0.01%
306,507
+300,216
2986
$4.48M ﹤0.01%
44,164
-385,583
2987
$4.48M ﹤0.01%
75,017
+417
2988
$4.46M ﹤0.01%
356,329
-2,530
2989
$4.45M ﹤0.01%
56,057
-30,012
2990
$4.44M ﹤0.01%
143,148
+88,700
2991
$4.43M ﹤0.01%
11,061
-4,755
2992
$4.4M ﹤0.01%
126,005
-18,128
2993
$4.4M ﹤0.01%
227,830
-220,007
2994
$4.39M ﹤0.01%
233,590
-51,252
2995
$4.39M ﹤0.01%
56,194
-8,428
2996
$4.39M ﹤0.01%
122,554
+4,383
2997
$4.39M ﹤0.01%
130,777
-89,362
2998
$4.38M ﹤0.01%
429,763
+366,048
2999
$4.38M ﹤0.01%
451,141
+44,031
3000
$4.38M ﹤0.01%
81,560
-18,533
118 119
120
121 122