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
3426
$2.78M ﹤0.01%
56,811
-280,057
3427
$2.78M ﹤0.01%
180,046
+162,438
3428
$2.77M ﹤0.01%
29,160
-85,809
3429
$2.77M ﹤0.01%
138,205
+107,782
3430
$2.77M ﹤0.01%
325,975
+4,110
3431
$2.77M ﹤0.01%
255,945
-101,853
3432
$2.77M ﹤0.01%
100,340
-3,423
3433
$2.75M ﹤0.01%
29,615
+691
3434
$2.75M ﹤0.01%
122,169
+55,894
3435
$2.75M ﹤0.01%
205,760
+15,146
3436
$2.75M ﹤0.01%
87,184
-1,247
3437
$2.74M ﹤0.01%
47,501
+44,462
3438
$2.74M ﹤0.01%
50,790
-8,546
3439
$2.74M ﹤0.01%
49,245
+19,723
3440
$2.74M ﹤0.01%
8,246
+7,185
3441
$2.74M ﹤0.01%
300,702
+300,302
3442
$2.73M ﹤0.01%
157,997
+16,576
3443
$2.73M ﹤0.01%
129,926
+106,859
3444
$2.73M ﹤0.01%
307,494
-430,134
3445
$2.72M ﹤0.01%
195,648
+115,663
3446
$2.72M ﹤0.01%
584,155
+362,903
3447
$2.72M ﹤0.01%
1,175,624
+312,101
3448
$2.71M ﹤0.01%
21,161
+544
3449
$2.71M ﹤0.01%
36,018
+15,604
3450
$2.71M ﹤0.01%
167,838
-17,601
136 137
138
139 140