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
3601
$2.26M ﹤0.01%
34,695
-7,495
3602
$2.25M ﹤0.01%
135,621
-10,546
3603
$2.25M ﹤0.01%
430,628
+73,283
3604
$2.24M ﹤0.01%
239,091
-35,459
3605
$2.23M ﹤0.01%
189,143
+8,751
3606
$2.23M ﹤0.01%
89,183
+7,552
3607
$2.23M ﹤0.01%
68,624
-13,194
3608
$2.23M ﹤0.01%
831,397
+760,761
3609
$2.23M ﹤0.01%
57,312
-34,487
3610
$2.23M ﹤0.01%
44,095
-17,912
3611
$2.22M ﹤0.01%
65,124
-787
3612
$2.22M ﹤0.01%
279,554
+24,554
3613
$2.22M ﹤0.01%
41,706
-17,690
3614
$2.21M ﹤0.01%
24,220
+5,511
3615
$2.21M ﹤0.01%
24,174
-18,773
3616
$2.21M ﹤0.01%
71,726
-235
3617
$2.21M ﹤0.01%
41,830
+4,096
3618
$2.21M ﹤0.01%
2,084,907
+454,694
3619
$2.21M ﹤0.01%
155,714
+54,002
3620
$2.2M ﹤0.01%
113,975
-1,546
3621
$2.2M ﹤0.01%
4,884
+2,569
3622
$2.19M ﹤0.01%
87,600
-22,173
3623
$2.18M ﹤0.01%
110,751
-37,190
3624
$2.18M ﹤0.01%
70,705
-43,947
3625
$2.17M ﹤0.01%
73,520
+3,515
143 144
145
146 147