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
3301
$3.21M ﹤0.01%
98,321
-11,896
3302
$3.21M ﹤0.01%
141,145
+512
3303
$3.21M ﹤0.01%
4,645
+3,301
3304
$3.2M ﹤0.01%
232,154
+222,851
3305
$3.2M ﹤0.01%
62,216
+28,911
3306
$3.2M ﹤0.01%
22,647
-5,262
3307
$3.19M ﹤0.01%
122,027
+42,470
3308
$3.19M ﹤0.01%
243,301
+234,539
3309
$3.19M ﹤0.01%
138,081
+89,128
3310
$3.19M ﹤0.01%
106,292
+74,790
3311
$3.18M ﹤0.01%
967,520
-1,163,312
3312
$3.18M ﹤0.01%
134,623
+120,149
3313
$3.18M ﹤0.01%
298,698
-12,928
3314
$3.18M ﹤0.01%
80,503
+77,063
3315
$3.17M ﹤0.01%
16,822
-119,574
3316
$3.16M ﹤0.01%
271,026
+1,852
3317
$3.16M ﹤0.01%
36,862
-66,773
3318
$3.15M ﹤0.01%
167,230
+22,842
3319
$3.15M ﹤0.01%
211,210
-1,460
3320
$3.14M ﹤0.01%
196,126
+111,071
3321
$3.14M ﹤0.01%
311,527
+21,578
3322
$3.13M ﹤0.01%
56,755
-1,917
3323
$3.13M ﹤0.01%
36,644
+24,820
3324
$3.12M ﹤0.01%
62,482
-28,401
3325
$3.12M ﹤0.01%
164,207
+93,368
131 132
133
134 135