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
3951
$1.33M ﹤0.01%
212,852
+181,295
3952
$1.33M ﹤0.01%
92,807
-36,227
3953
$1.33M ﹤0.01%
32,516
+17,352
3954
$1.33M ﹤0.01%
38,136
-22,979
3955
$1.33M ﹤0.01%
13,308
-3,443
3956
$1.33M ﹤0.01%
62,038
+33,079
3957
$1.33M ﹤0.01%
90,623
+9,291
3958
$1.33M ﹤0.01%
125,621
-446,164
3959
$1.32M ﹤0.01%
101,662
-3,826
3960
$1.32M ﹤0.01%
141,443
+1,594
3961
$1.32M ﹤0.01%
421,845
-854,110
3962
$1.32M ﹤0.01%
34,780
+653
3963
$1.32M ﹤0.01%
45,049
+2,350
3964
$1.31M ﹤0.01%
50,367
-20,529
3965
$1.31M ﹤0.01%
502
-360
3966
$1.31M ﹤0.01%
132,311
-102,874
3967
$1.31M ﹤0.01%
63,464
+57,575
3968
$1.31M ﹤0.01%
32,322
+27,317
3969
$1.31M ﹤0.01%
42,836
-1,860
3970
$1.31M ﹤0.01%
27,070
+8,807
3971
$1.31M ﹤0.01%
402,222
+369,830
3972
$1.3M ﹤0.01%
20,864
-17,062
3973
$1.3M ﹤0.01%
24,894
+1,221
3974
$1.3M ﹤0.01%
24,269
-7,565
3975
$1.3M ﹤0.01%
116,179
-1,100
157 158
159
160 161