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
3926
$1.4M ﹤0.01%
88,025
-12,872
3927
$1.39M ﹤0.01%
106,024
+91,004
3928
$1.39M ﹤0.01%
115,889
+414
3929
$1.39M ﹤0.01%
23,713
-1,382
3930
$1.39M ﹤0.01%
11,461
-48,815
3931
$1.39M ﹤0.01%
197,998
+19,867
3932
$1.39M ﹤0.01%
87,580
+22,450
3933
$1.39M ﹤0.01%
118,687
+108,834
3934
$1.39M ﹤0.01%
110,681
+108,794
3935
$1.38M ﹤0.01%
97,400
+28,971
3936
$1.38M ﹤0.01%
41,566
-102,163
3937
$1.37M ﹤0.01%
97,289
+75,972
3938
$1.37M ﹤0.01%
84,838
-373
3939
$1.37M ﹤0.01%
69,484
+12,426
3940
$1.37M ﹤0.01%
68,784
+64,319
3941
$1.36M ﹤0.01%
51,373
-178,021
3942
$1.36M ﹤0.01%
131,148
-9,718
3943
$1.36M ﹤0.01%
24,469
-11,990
3944
$1.36M ﹤0.01%
99,539
-3,040
3945
$1.36M ﹤0.01%
92,776
+2,788
3946
$1.35M ﹤0.01%
38,741
+4,515
3947
$1.35M ﹤0.01%
114,525
-186,192
3948
$1.34M ﹤0.01%
119,627
+24,625
3949
$1.34M ﹤0.01%
62,040
+9,102
3950
$1.34M ﹤0.01%
116,344
+87,468
156 157
158
159 160