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
3376
$2.97M ﹤0.01%
175,802
+32,817
3377
$2.97M ﹤0.01%
40,649
-14,514
3378
$2.97M ﹤0.01%
47,562
-9,586
3379
$2.97M ﹤0.01%
406,800
+357,840
3380
$2.96M ﹤0.01%
63,365
-61,865
3381
$2.96M ﹤0.01%
223,295
+11
3382
$2.96M ﹤0.01%
31,370
+652
3383
$2.95M ﹤0.01%
179,426
-98,129
3384
$2.95M ﹤0.01%
86,249
-287,691
3385
$2.95M ﹤0.01%
52,854
-10
3386
$2.94M ﹤0.01%
532,160
-21,983
3387
$2.94M ﹤0.01%
123,434
-3,229
3388
$2.94M ﹤0.01%
144,657
+72,951
3389
$2.93M ﹤0.01%
166,570
+54,869
3390
$2.92M ﹤0.01%
58,502
-4,697
3391
$2.92M ﹤0.01%
249,437
+16,550
3392
$2.91M ﹤0.01%
209,442
+5,221
3393
$2.91M ﹤0.01%
57,721
+22,633
3394
$2.91M ﹤0.01%
190,179
-88,003
3395
$2.9M ﹤0.01%
5,488,836
-50,884
3396
$2.9M ﹤0.01%
212,738
-40,783
3397
$2.9M ﹤0.01%
174,678
+115,091
3398
$2.9M ﹤0.01%
251,547
+12,639
3399
$2.9M ﹤0.01%
278,187
+127,992
3400
$2.9M ﹤0.01%
72,871
+21,161
134 135
136
137 138