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
3751
$1.83M ﹤0.01%
109,961
+64,180
3752
$1.83M ﹤0.01%
300,968
-29,165
3753
$1.83M ﹤0.01%
46,965
-11,759
3754
$1.82M ﹤0.01%
63,006
+6,667
3755
$1.82M ﹤0.01%
57,001
-21,179
3756
$1.82M ﹤0.01%
149,736
+10,122
3757
$1.82M ﹤0.01%
43,392
-1,993
3758
$1.82M ﹤0.01%
145,241
+29,590
3759
$1.82M ﹤0.01%
108,708
-52,528
3760
$1.81M ﹤0.01%
59,907
+3,951
3761
$1.8M ﹤0.01%
39,930
+14,919
3762
$1.8M ﹤0.01%
27,711
-8,134
3763
$1.79M ﹤0.01%
+54,614
3764
$1.79M ﹤0.01%
125,758
+41,459
3765
$1.79M ﹤0.01%
580
+184
3766
$1.79M ﹤0.01%
193,750
+849
3767
$1.79M ﹤0.01%
185,440
-1,522
3768
$1.79M ﹤0.01%
89,040
+83,157
3769
$1.79M ﹤0.01%
128,832
-12,794
3770
$1.78M ﹤0.01%
179,256
+10,015
3771
$1.78M ﹤0.01%
25,888
-32,653
3772
$1.78M ﹤0.01%
32,268
+31,380
3773
$1.78M ﹤0.01%
17,310
+4,266
3774
$1.77M ﹤0.01%
1,270,833
+2,283
3775
$1.76M ﹤0.01%
37,681
+4,901
149 150
151
152 153