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
3551
$2.43M ﹤0.01%
33,726
-23,527
3552
$2.43M ﹤0.01%
41,513
-66,980
3553
$2.43M ﹤0.01%
89,509
+83,134
3554
$2.43M ﹤0.01%
50,950
+27,747
3555
$2.43M ﹤0.01%
174,529
+149,783
3556
$2.43M ﹤0.01%
136,338
-3,595
3557
$2.42M ﹤0.01%
78,773
+73,563
3558
$2.42M ﹤0.01%
61,460
+24,747
3559
$2.42M ﹤0.01%
54,502
-2,712
3560
$2.42M ﹤0.01%
189,791
+11,191
3561
$2.41M ﹤0.01%
18,186
-613
3562
$2.4M ﹤0.01%
2,128
+1,928
3563
$2.4M ﹤0.01%
87,838
-3,956
3564
$2.39M ﹤0.01%
217,067
-7,481
3565
$2.39M ﹤0.01%
201,290
-267,716
3566
$2.39M ﹤0.01%
53,789
-4,443
3567
$2.39M ﹤0.01%
268,766
-124,930
3568
$2.38M ﹤0.01%
389,332
+171
3569
$2.38M ﹤0.01%
59,369
+20,011
3570
$2.38M ﹤0.01%
1,065,560
+15,862
3571
$2.37M ﹤0.01%
16,273
-4,728
3572
$2.36M ﹤0.01%
111,530
+83,617
3573
$2.36M ﹤0.01%
41,043
-123
3574
$2.36M ﹤0.01%
139,789
+75,183
3575
$2.35M ﹤0.01%
+47,681
141 142
143
144 145