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
3576
$2.34M ﹤0.01%
81,444
-2,174
3577
$2.34M ﹤0.01%
17,936
-2,250
3578
$2.34M ﹤0.01%
49,792
+31,646
3579
$2.34M ﹤0.01%
47,421
-490,751
3580
$2.34M ﹤0.01%
184,275
+55,882
3581
$2.34M ﹤0.01%
17,143
+8,972
3582
$2.34M ﹤0.01%
78,381
-43,680
3583
$2.33M ﹤0.01%
83,996
-122,120
3584
$2.32M ﹤0.01%
56,433
-800
3585
$2.32M ﹤0.01%
159,642
-398,524
3586
$2.32M ﹤0.01%
1,241,458
+931,378
3587
$2.32M ﹤0.01%
100,580
+20,505
3588
$2.32M ﹤0.01%
162,718
+55,336
3589
$2.32M ﹤0.01%
89,329
-134,413
3590
$2.3M ﹤0.01%
238,660
+43,200
3591
$2.3M ﹤0.01%
41,825
+11,994
3592
$2.3M ﹤0.01%
319,376
+139,565
3593
$2.3M ﹤0.01%
21,368
+1,192
3594
$2.3M ﹤0.01%
126,076
-1,691,204
3595
$2.29M ﹤0.01%
155,626
-63,466
3596
$2.29M ﹤0.01%
86,826
+43,248
3597
$2.28M ﹤0.01%
45,692
+5,075
3598
$2.27M ﹤0.01%
12,852,308
+5,406,130
3599
$2.27M ﹤0.01%
672,672
+27,568
3600
$2.27M ﹤0.01%
115,470
-9,635
142 143
144
145 146