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
3701
$1.94M ﹤0.01%
80,054
+55,433
3702
$1.94M ﹤0.01%
90,175
+67,717
3703
$1.94M ﹤0.01%
150,683
+25,299
3704
$1.94M ﹤0.01%
599,325
+380,893
3705
$1.93M ﹤0.01%
167,772
+7,569
3706
$1.93M ﹤0.01%
47,715
-17,741
3707
$1.93M ﹤0.01%
151,233
+2,983
3708
$1.93M ﹤0.01%
96,044
+95,000
3709
$1.92M ﹤0.01%
+92,482
3710
$1.92M ﹤0.01%
85,155
+1,457
3711
$1.91M ﹤0.01%
27,085
-15,212
3712
$1.91M ﹤0.01%
83,248
+35,504
3713
$1.91M ﹤0.01%
73,673
-485
3714
$1.9M ﹤0.01%
116,758
+9,101
3715
$1.9M ﹤0.01%
38,348
-3,433
3716
$1.9M ﹤0.01%
31,905
+18,885
3717
$1.9M ﹤0.01%
39,541
-120,420
3718
$1.9M ﹤0.01%
104,518
+65,813
3719
$1.9M ﹤0.01%
373,310
-791,708
3720
$1.9M ﹤0.01%
95,385
-7,077
3721
$1.89M ﹤0.01%
709,010
+552,548
3722
$1.89M ﹤0.01%
196,122
+1,287
3723
$1.89M ﹤0.01%
135,167
+66,590
3724
$1.89M ﹤0.01%
196,722
+70,343
3725
$1.89M ﹤0.01%
473,794
+354,760
147 148
149
150 151