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
3401
$2.9M ﹤0.01%
136,147
-19,535
3402
$2.89M ﹤0.01%
76,552
+9,874
3403
$2.88M ﹤0.01%
50,331
+38,526
3404
$2.88M ﹤0.01%
50,088
+7,691
3405
$2.88M ﹤0.01%
52,218
+36,220
3406
$2.87M ﹤0.01%
33,662
+17,402
3407
$2.86M ﹤0.01%
42,005
+84
3408
$2.85M ﹤0.01%
89,841
-136,958
3409
$2.85M ﹤0.01%
105,619
-11,805
3410
$2.85M ﹤0.01%
244,197
+64,153
3411
$2.84M ﹤0.01%
318,438
-96,425
3412
$2.84M ﹤0.01%
138,561
+901
3413
$2.83M ﹤0.01%
17,520
+7,507
3414
$2.83M ﹤0.01%
266,269
+81,015
3415
$2.83M ﹤0.01%
108,518
-63,991
3416
$2.83M ﹤0.01%
544,944
+488,814
3417
$2.82M ﹤0.01%
211,112
+179,658
3418
$2.82M ﹤0.01%
38,510
-494
3419
$2.82M ﹤0.01%
78,534
-550,623
3420
$2.81M ﹤0.01%
75,267
+10,381
3421
$2.8M ﹤0.01%
55,941
-6,128
3422
$2.8M ﹤0.01%
132,024
-145,547
3423
$2.79M ﹤0.01%
102,692
-10,034
3424
$2.79M ﹤0.01%
157,406
+154,256
3425
$2.78M ﹤0.01%
65,785
-8,544
135 136
137
138 139