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
3201
$3.62M ﹤0.01%
33,666
+21,219
3202
$3.61M ﹤0.01%
264,356
-241,038
3203
$3.6M ﹤0.01%
150,214
-282,375
3204
$3.6M ﹤0.01%
626,569
+93,961
3205
$3.6M ﹤0.01%
309,568
-717,155
3206
$3.59M ﹤0.01%
71,832
-27,926
3207
$3.59M ﹤0.01%
226,238
-141
3208
$3.58M ﹤0.01%
159,594
+11,006
3209
$3.57M ﹤0.01%
114,383
-29,328
3210
$3.57M ﹤0.01%
156,709
+125,023
3211
$3.57M ﹤0.01%
70,389
+65,303
3212
$3.56M ﹤0.01%
230,123
+4,248
3213
$3.56M ﹤0.01%
78,080
+72,545
3214
$3.56M ﹤0.01%
1,201,545
+101,509
3215
$3.56M ﹤0.01%
177,801
-26,023
3216
$3.55M ﹤0.01%
194,924
+118,406
3217
$3.54M ﹤0.01%
477,062
-17,237
3218
$3.54M ﹤0.01%
213,361
-79,731
3219
$3.54M ﹤0.01%
139,982
+609
3220
$3.53M ﹤0.01%
81,428
-7,886
3221
$3.53M ﹤0.01%
260,505
+107,573
3222
$3.53M ﹤0.01%
173,027
+36,524
3223
$3.52M ﹤0.01%
133,913
-20,233
3224
$3.52M ﹤0.01%
184,850
-50,115
3225
$3.51M ﹤0.01%
86,901
-68,325
127 128
129
130 131