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
3626
$2.17M ﹤0.01%
144,382
+35,943
3627
$2.17M ﹤0.01%
1,903,704
+1,447,974
3628
$2.17M ﹤0.01%
+62,886
3629
$2.17M ﹤0.01%
+158,099
3630
$2.16M ﹤0.01%
176,293
-17,331
3631
$2.16M ﹤0.01%
62,060
-5,395
3632
$2.15M ﹤0.01%
16,948
-17,342
3633
$2.15M ﹤0.01%
122,376
+412
3634
$2.15M ﹤0.01%
641,932
+581,444
3635
$2.15M ﹤0.01%
65,757
-528
3636
$2.15M ﹤0.01%
326,190
-426,763
3637
$2.15M ﹤0.01%
21,011
+16,943
3638
$2.14M ﹤0.01%
251,356
+171,676
3639
$2.14M ﹤0.01%
58,420
-750
3640
$2.14M ﹤0.01%
35,892
+501
3641
$2.14M ﹤0.01%
384,702
-8,942
3642
$2.13M ﹤0.01%
13,933
+9,025
3643
$2.13M ﹤0.01%
96,677
+74,085
3644
$2.13M ﹤0.01%
173,337
-40,304
3645
$2.12M ﹤0.01%
26,173
+3,946
3646
$2.12M ﹤0.01%
71,392
-5,761
3647
$2.12M ﹤0.01%
123,252
-99,922
3648
$2.12M ﹤0.01%
505,040
+198,835
3649
$2.11M ﹤0.01%
302,951
-106,872
3650
$2.11M ﹤0.01%
162,902
-1,358,933
144 145
146
147 148