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
3901
$1.47M ﹤0.01%
38,570
-1,848
3902
$1.46M ﹤0.01%
27,869
-12,293
3903
$1.46M ﹤0.01%
236,697
+64,027
3904
$1.46M ﹤0.01%
29,997
-5,260
3905
$1.46M ﹤0.01%
86,549
+23,908
3906
$1.46M ﹤0.01%
137,616
-22,816
3907
$1.46M ﹤0.01%
41,945
-521,555
3908
$1.45M ﹤0.01%
111,886
+9,160
3909
$1.45M ﹤0.01%
88,853
+5,012
3910
$1.45M ﹤0.01%
160,870
+5,654
3911
$1.44M ﹤0.01%
653,060
+5,848
3912
$1.44M ﹤0.01%
69,306
-7,329
3913
$1.43M ﹤0.01%
536,545
+11,662
3914
$1.43M ﹤0.01%
32,964
-50,236
3915
$1.43M ﹤0.01%
41,776
+695
3916
$1.42M ﹤0.01%
125,171
-29,961
3917
$1.41M ﹤0.01%
56,315
+11,837
3918
$1.41M ﹤0.01%
35,391
+7,675
3919
$1.41M ﹤0.01%
66,137
+24,183
3920
$1.4M ﹤0.01%
18,787
+17,398
3921
$1.4M ﹤0.01%
63,905
-14,135
3922
$1.4M ﹤0.01%
366,570
+364,370
3923
$1.4M ﹤0.01%
447,234
+144,809
3924
$1.4M ﹤0.01%
36,171
-3,941
3925
$1.4M ﹤0.01%
37,775
-18,371
155 156
157
158 159