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
3101
$3.98M ﹤0.01%
1,035,175
+21,368
3102
$3.98M ﹤0.01%
612,298
-1,156,116
3103
$3.97M ﹤0.01%
79,556
+21,107
3104
$3.97M ﹤0.01%
336,803
+124,613
3105
$3.96M ﹤0.01%
107,842
+336
3106
$3.96M ﹤0.01%
168,600
+6,056
3107
$3.95M ﹤0.01%
122,917
-9,849
3108
$3.95M ﹤0.01%
141,508
+62,535
3109
$3.94M ﹤0.01%
57,842
-1,462
3110
$3.93M ﹤0.01%
459,998
+119,487
3111
$3.92M ﹤0.01%
39,148
-10,589
3112
$3.92M ﹤0.01%
194,536
-56,617
3113
$3.92M ﹤0.01%
92,903
+13,787
3114
$3.91M ﹤0.01%
249,375
-7,310
3115
$3.91M ﹤0.01%
74,996
-3,158
3116
$3.91M ﹤0.01%
99,483
+22,737
3117
$3.9M ﹤0.01%
51,773
+31,994
3118
$3.9M ﹤0.01%
177,343
-342,975
3119
$3.9M ﹤0.01%
130,647
+111,276
3120
$3.9M ﹤0.01%
107,464
+30,831
3121
$3.9M ﹤0.01%
220,301
-67,800
3122
$3.9M ﹤0.01%
93,634
+8,211
3123
$3.89M ﹤0.01%
420,862
+2,780
3124
$3.89M ﹤0.01%
409,598
+1,423
3125
$3.89M ﹤0.01%
63,369
-1,668
123 124
125
126 127