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
3876
$1.53M ﹤0.01%
214,314
+20,525
3877
$1.52M ﹤0.01%
82,486
-154,314
3878
$1.52M ﹤0.01%
27,302
-4,644
3879
$1.52M ﹤0.01%
142,560
-37,541
3880
$1.52M ﹤0.01%
17,940
-2,714
3881
$1.52M ﹤0.01%
20,151
-1,019
3882
$1.52M ﹤0.01%
58,111
-222
3883
$1.52M ﹤0.01%
14,504
+1,064
3884
$1.51M ﹤0.01%
78,434
-873,699
3885
$1.51M ﹤0.01%
205,515
+156,366
3886
$1.51M ﹤0.01%
343,334
+15,110
3887
$1.51M ﹤0.01%
26,646
-1,395
3888
$1.5M ﹤0.01%
474,065
-255,384
3889
$1.49M ﹤0.01%
31,671
-115,798
3890
$1.49M ﹤0.01%
73,881
-4,757
3891
$1.49M ﹤0.01%
153,300
-289,447
3892
$1.49M ﹤0.01%
109,730
+3,372
3893
$1.49M ﹤0.01%
41,408
+8,816
3894
$1.48M ﹤0.01%
60,075
+4,979
3895
$1.48M ﹤0.01%
99,025
+10,247
3896
$1.48M ﹤0.01%
183,855
+168,518
3897
$1.48M ﹤0.01%
101,469
+1,393
3898
$1.48M ﹤0.01%
58,503
+31,106
3899
$1.47M ﹤0.01%
38,106
+10,819
3900
$1.47M ﹤0.01%
119,014
-149,719
154 155
156
157 158