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
3076
$4.06M ﹤0.01%
89,946
-42,388
3077
$4.05M ﹤0.01%
191,952
+6,308
3078
$4.04M ﹤0.01%
149,752
+83,737
3079
$4.04M ﹤0.01%
89,178
+16,861
3080
$4.04M ﹤0.01%
114,224
-949
3081
$4.04M ﹤0.01%
220,705
-136,855
3082
$4.04M ﹤0.01%
263,886
+154,422
3083
$4.03M ﹤0.01%
122,864
+4,284
3084
$4.03M ﹤0.01%
82,342
+7,291
3085
$4.03M ﹤0.01%
88,433
-5,353
3086
$4.03M ﹤0.01%
86,553
+29,629
3087
$4.02M ﹤0.01%
452,362
+260,576
3088
$4.02M ﹤0.01%
85,356
+5,366
3089
$4.02M ﹤0.01%
76,432
+72,633
3090
$4.02M ﹤0.01%
328,825
+147,241
3091
$4.01M ﹤0.01%
195,308
+103,858
3092
$4.01M ﹤0.01%
487,822
-168,842
3093
$4.01M ﹤0.01%
64,508
-27,315
3094
$4M ﹤0.01%
133,263
-1,737
3095
$4M ﹤0.01%
168,266
-120,385
3096
$4M ﹤0.01%
152,836
-15,599
3097
$3.98M ﹤0.01%
163,028
+111,670
3098
$3.98M ﹤0.01%
263,063
-19,056
3099
$3.98M ﹤0.01%
133,684
+49,178
3100
$3.98M ﹤0.01%
177,497
-7
122 123
124
125 126