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
3476
$2.65M ﹤0.01%
53,303
+29,167
3477
$2.65M ﹤0.01%
34,292
-3,782
3478
$2.65M ﹤0.01%
209,717
-5,326
3479
$2.65M ﹤0.01%
51,855
+43,337
3480
$2.64M ﹤0.01%
64,384
+47,537
3481
$2.63M ﹤0.01%
170,517
-61,168
3482
$2.63M ﹤0.01%
178,415
+11,361
3483
$2.63M ﹤0.01%
397,426
-160,607
3484
$2.62M ﹤0.01%
68,802
+12,713
3485
$2.62M ﹤0.01%
201,566
+193,466
3486
$2.62M ﹤0.01%
76,262
-158,707
3487
$2.62M ﹤0.01%
93,521
-498,037
3488
$2.61M ﹤0.01%
113,487
-3,781
3489
$2.61M ﹤0.01%
168,744
+101,914
3490
$2.61M ﹤0.01%
48,085
-51,551
3491
$2.6M ﹤0.01%
24,901
-14,906
3492
$2.6M ﹤0.01%
60,820
+4,368
3493
$2.59M ﹤0.01%
52,273
+22,321
3494
$2.59M ﹤0.01%
1,170,736
+345,892
3495
$2.59M ﹤0.01%
25,022
-456
3496
$2.58M ﹤0.01%
113,121
-286,090
3497
$2.58M ﹤0.01%
307
-28
3498
$2.58M ﹤0.01%
123,182
-2,707
3499
$2.58M ﹤0.01%
27,188
+21,151
3500
$2.56M ﹤0.01%
271,391
-212,055
138 139
140
141 142