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
3126
$3.89M ﹤0.01%
95,241
-8,684
3127
$3.89M ﹤0.01%
94,044
-4,870
3128
$3.89M ﹤0.01%
212,301
+6,514
3129
$3.88M ﹤0.01%
137,360
+9,590
3130
$3.88M ﹤0.01%
28,294
+18,857
3131
$3.88M ﹤0.01%
57,276
-29,709
3132
$3.87M ﹤0.01%
574,540
-6,232
3133
$3.87M ﹤0.01%
329,525
+11,233
3134
$3.87M ﹤0.01%
85,941
+17,526
3135
$3.85M ﹤0.01%
306,908
-35,954
3136
$3.85M ﹤0.01%
296,489
+250,338
3137
$3.85M ﹤0.01%
326,863
+6,508
3138
$3.85M ﹤0.01%
309,428
-29,832
3139
$3.84M ﹤0.01%
71,048
-1,159
3140
$3.84M ﹤0.01%
121,960
-144,260
3141
$3.84M ﹤0.01%
1,523,068
+1,204,069
3142
$3.84M ﹤0.01%
66,774
+11,092
3143
$3.84M ﹤0.01%
355,844
+240,255
3144
$3.83M ﹤0.01%
129,084
+74,458
3145
$3.83M ﹤0.01%
737,369
-77,856
3146
$3.83M ﹤0.01%
314,044
-36,570
3147
$3.83M ﹤0.01%
653,967
+388,987
3148
$3.82M ﹤0.01%
772,657
+653,228
3149
$3.82M ﹤0.01%
175,676
-2,200
3150
$3.82M ﹤0.01%
130,418
-7,672
124 125
126
127 128