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
3801
$1.7M ﹤0.01%
16,583
-180,627
3802
$1.69M ﹤0.01%
34,655
+33,099
3803
$1.69M ﹤0.01%
91,267
+56,931
3804
$1.69M ﹤0.01%
107,544
+13,752
3805
$1.69M ﹤0.01%
158,175
+99,901
3806
$1.69M ﹤0.01%
131,033
-5,740
3807
$1.68M ﹤0.01%
299,650
-89,224
3808
$1.68M ﹤0.01%
42,769
+1,966
3809
$1.68M ﹤0.01%
62,174
-2,732
3810
$1.68M ﹤0.01%
+37,951
3811
$1.68M ﹤0.01%
52,634
+35,197
3812
$1.68M ﹤0.01%
99,959
+88,513
3813
$1.67M ﹤0.01%
45,088
+18,901
3814
$1.67M ﹤0.01%
45,829
+5,298
3815
$1.67M ﹤0.01%
83,713
+2,832
3816
$1.67M ﹤0.01%
144,556
-126,578
3817
$1.67M ﹤0.01%
+60,835
3818
$1.66M ﹤0.01%
67,398
-13,713
3819
$1.66M ﹤0.01%
120,721
+82,387
3820
$1.66M ﹤0.01%
50,060
+11,254
3821
$1.66M ﹤0.01%
123,112
+121,804
3822
$1.66M ﹤0.01%
119,707
-88,088
3823
$1.66M ﹤0.01%
+81,800
3824
$1.65M ﹤0.01%
62,672
+52,829
3825
$1.64M ﹤0.01%
24,505
+21,135
151 152
153
154 155