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
3051
$4.19M ﹤0.01%
737,587
+185,749
3052
$4.19M ﹤0.01%
128,579
+49,748
3053
$4.18M ﹤0.01%
41,860
+39,565
3054
$4.17M ﹤0.01%
205,960
-46,250
3055
$4.17M ﹤0.01%
197,432
+91,737
3056
$4.17M ﹤0.01%
364,641
+31,372
3057
$4.16M ﹤0.01%
167,600
-19,733
3058
$4.16M ﹤0.01%
200,192
+30,287
3059
$4.15M ﹤0.01%
1,702,259
-1,670,080
3060
$4.14M ﹤0.01%
51,812
-668,588
3061
$4.14M ﹤0.01%
424,495
+392,411
3062
$4.14M ﹤0.01%
50,333
+44,142
3063
$4.13M ﹤0.01%
273,752
-1,188
3064
$4.13M ﹤0.01%
30,438
-34,772
3065
$4.13M ﹤0.01%
243,267
+7,487
3066
$4.11M ﹤0.01%
93,862
+14,539
3067
$4.11M ﹤0.01%
355,529
+4,735
3068
$4.1M ﹤0.01%
77,871
+9,087
3069
$4.1M ﹤0.01%
110,329
+7,999
3070
$4.1M ﹤0.01%
231,203
-14,149
3071
$4.09M ﹤0.01%
358,766
+281,923
3072
$4.08M ﹤0.01%
188,093
-261,350
3073
$4.08M ﹤0.01%
113,420
-28,879
3074
$4.06M ﹤0.01%
183,466
-55,220
3075
$4.06M ﹤0.01%
323,798
-44,913
121 122
123
124 125