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
3776
$1.76M ﹤0.01%
55,487
+24,064
3777
$1.76M ﹤0.01%
117,771
-7,495
3778
$1.76M ﹤0.01%
182,638
-121,835
3779
$1.76M ﹤0.01%
26,297
-106,305
3780
$1.75M ﹤0.01%
62,853
+50,478
3781
$1.75M ﹤0.01%
51,515
-7,836
3782
$1.75M ﹤0.01%
175,594
-14,915
3783
$1.75M ﹤0.01%
128,769
+26,390
3784
$1.74M ﹤0.01%
47,733
+29,608
3785
$1.74M ﹤0.01%
300,177
+299,918
3786
$1.73M ﹤0.01%
64,453
-3,520
3787
$1.73M ﹤0.01%
115,849
+8,036
3788
$1.73M ﹤0.01%
416,813
+271,202
3789
$1.72M ﹤0.01%
165,041
-2,926
3790
$1.72M ﹤0.01%
55,970
+32,357
3791
$1.72M ﹤0.01%
47,485
-18,773
3792
$1.72M ﹤0.01%
89,667
+34,118
3793
$1.72M ﹤0.01%
26,247
+377
3794
$1.71M ﹤0.01%
30,345
+14,142
3795
$1.71M ﹤0.01%
164,819
-87,367
3796
$1.71M ﹤0.01%
29,909
+19,962
3797
$1.7M ﹤0.01%
130,270
-72,452
3798
$1.7M ﹤0.01%
31,443
+1,970
3799
$1.7M ﹤0.01%
59,606
+13,901
3800
$1.7M ﹤0.01%
85,695
-4,219
150 151
152
153 154