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
3276
$3.3M ﹤0.01%
462,442
+172,157
3277
$3.3M ﹤0.01%
166,464
+135,607
3278
$3.29M ﹤0.01%
167,220
+33,550
3279
$3.29M ﹤0.01%
852,510
-26,677
3280
$3.29M ﹤0.01%
338,288
+225,318
3281
$3.29M ﹤0.01%
83,987
+18,906
3282
$3.27M ﹤0.01%
59,767
-228,279
3283
$3.27M ﹤0.01%
25,546
-381
3284
$3.26M ﹤0.01%
82,812
+27,404
3285
$3.26M ﹤0.01%
188,402
-96,109
3286
$3.26M ﹤0.01%
183,541
+86,518
3287
$3.25M ﹤0.01%
158,225
-8,244
3288
$3.25M ﹤0.01%
396,443
+373,780
3289
$3.25M ﹤0.01%
41,748
+917
3290
$3.23M ﹤0.01%
46,031
-940
3291
$3.23M ﹤0.01%
27,608
+18,581
3292
$3.23M ﹤0.01%
249,113
-17,343
3293
$3.23M ﹤0.01%
39,244
+33,208
3294
$3.22M ﹤0.01%
178,245
+10,328
3295
$3.22M ﹤0.01%
286,236
+196,786
3296
$3.22M ﹤0.01%
242,062
-3,314
3297
$3.22M ﹤0.01%
55,627
+23,758
3298
$3.22M ﹤0.01%
63,864
-1,158
3299
$3.21M ﹤0.01%
215,884
+17,027
3300
$3.21M ﹤0.01%
20,574
-108,370
130 131
132
133 134