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
3676
$2.01M ﹤0.01%
60,828
-21,053
3677
$2.01M ﹤0.01%
147,694
+130,380
3678
$2.01M ﹤0.01%
137,200
-64,508
3679
$2M ﹤0.01%
83,925
-25,882
3680
$2M ﹤0.01%
343,655
-6,855
3681
$2M ﹤0.01%
60,920
-441
3682
$1.99M ﹤0.01%
56,859
-1,614
3683
$1.98M ﹤0.01%
149,378
-34,751
3684
$1.98M ﹤0.01%
39,628
-34,912
3685
$1.97M ﹤0.01%
48,829
-21,976
3686
$1.97M ﹤0.01%
100,948
+23,992
3687
$1.97M ﹤0.01%
103,306
+19,865
3688
$1.97M ﹤0.01%
+46,349
3689
$1.97M ﹤0.01%
111,458
+77,180
3690
$1.97M ﹤0.01%
44,382
-68,654
3691
$1.96M ﹤0.01%
131,042
+2,770
3692
$1.96M ﹤0.01%
52,155
-77,317
3693
$1.96M ﹤0.01%
32,294
-6,263
3694
$1.96M ﹤0.01%
21,219
-6,805
3695
$1.95M ﹤0.01%
136,973
+77,531
3696
$1.95M ﹤0.01%
72,728
-610
3697
$1.95M ﹤0.01%
49,175
-1,523
3698
$1.94M ﹤0.01%
94,030
-120,494
3699
$1.94M ﹤0.01%
38,341
-283
3700
$1.94M ﹤0.01%
63,544
-4,272
146 147
148
149 150