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
3326
$3.11M ﹤0.01%
66,728
+18,398
3327
$3.1M ﹤0.01%
118,943
+66,991
3328
$3.1M ﹤0.01%
136,326
+4,827
3329
$3.1M ﹤0.01%
30,051
+29,981
3330
$3.1M ﹤0.01%
228,130
-30,890
3331
$3.1M ﹤0.01%
171,387
-17,374
3332
$3.09M ﹤0.01%
65,837
-190,089
3333
$3.09M ﹤0.01%
99,054
-6,973
3334
$3.09M ﹤0.01%
416,378
+367,105
3335
$3.09M ﹤0.01%
200,481
+95,581
3336
$3.09M ﹤0.01%
92,310
+15,527
3337
$3.08M ﹤0.01%
20,623
+2,154
3338
$3.08M ﹤0.01%
162,846
-35,816
3339
$3.08M ﹤0.01%
147,418
+77,224
3340
$3.07M ﹤0.01%
133,521
-22,415
3341
$3.07M ﹤0.01%
494,696
+296,251
3342
$3.07M ﹤0.01%
175,233
+127,223
3343
$3.06M ﹤0.01%
129,306
+62,189
3344
$3.06M ﹤0.01%
524,868
-13,903
3345
$3.05M ﹤0.01%
91,945
+9,397
3346
$3.05M ﹤0.01%
108,576
+87,092
3347
$3.05M ﹤0.01%
103,916
+84,420
3348
$3.05M ﹤0.01%
228,648
+193,432
3349
$3.05M ﹤0.01%
108,208
-30,494
3350
$3.04M ﹤0.01%
260,190
+11,508
132 133
134
135 136