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
3251
$3.38M ﹤0.01%
216,644
+102,721
3252
$3.38M ﹤0.01%
279,661
+47,961
3253
$3.38M ﹤0.01%
44,549
-1,889
3254
$3.37M ﹤0.01%
49,742
-1,243
3255
$3.37M ﹤0.01%
26,923
+8,848
3256
$3.37M ﹤0.01%
685,626
-225,311
3257
$3.36M ﹤0.01%
133,802
+19,692
3258
$3.36M ﹤0.01%
97,838
-1,289
3259
$3.35M ﹤0.01%
123,073
+7,206
3260
$3.35M ﹤0.01%
108,604
+102,034
3261
$3.35M ﹤0.01%
1,609,886
+643,955
3262
$3.35M ﹤0.01%
66,197
+7,347
3263
$3.34M ﹤0.01%
183,772
+173,408
3264
$3.34M ﹤0.01%
289,083
-83,887
3265
$3.34M ﹤0.01%
832,800
+761,562
3266
$3.33M ﹤0.01%
177,226
+3,916
3267
$3.33M ﹤0.01%
65,427
-487,849
3268
$3.33M ﹤0.01%
157,644
-218,483
3269
$3.32M ﹤0.01%
135,495
+17,262
3270
$3.32M ﹤0.01%
262,926
+145,463
3271
$3.32M ﹤0.01%
114,294
+99,990
3272
$3.32M ﹤0.01%
56,759
-53,929
3273
$3.32M ﹤0.01%
67,859
-82,210
3274
$3.31M ﹤0.01%
241,187
+20,602
3275
$3.31M ﹤0.01%
246,240
-6,475
129 130
131
132 133