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
3026
$4.28M ﹤0.01%
43,908
-2,923
3027
$4.28M ﹤0.01%
68,724
+63,949
3028
$4.28M ﹤0.01%
58,522
+23,188
3029
$4.28M ﹤0.01%
1,048,957
+35,133
3030
$4.28M ﹤0.01%
124,128
+38,602
3031
$4.28M ﹤0.01%
68,934
+52,570
3032
$4.28M ﹤0.01%
833,827
-1,775,409
3033
$4.28M ﹤0.01%
232,482
+28,965
3034
$4.28M ﹤0.01%
353,215
+181,705
3035
$4.28M ﹤0.01%
97,307
-130,114
3036
$4.27M ﹤0.01%
154,766
+39,669
3037
$4.25M ﹤0.01%
287,052
-20,446
3038
$4.25M ﹤0.01%
41,281
-381
3039
$4.25M ﹤0.01%
128,112
+118,041
3040
$4.24M ﹤0.01%
380,235
-305,248
3041
$4.24M ﹤0.01%
25,193
+645
3042
$4.23M ﹤0.01%
222,761
+207,559
3043
$4.23M ﹤0.01%
66,722
+60,717
3044
$4.23M ﹤0.01%
567,006
-625,931
3045
$4.22M ﹤0.01%
171,963
+15,688
3046
$4.21M ﹤0.01%
233,010
+128,607
3047
$4.21M ﹤0.01%
42,015
-4,384
3048
$4.2M ﹤0.01%
83,971
+5,243
3049
$4.2M ﹤0.01%
1,864,508
+378,951
3050
$4.19M ﹤0.01%
273,469
+206,689
120 121
122
123 124