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
3976
$1.29M ﹤0.01%
128,354
+29,949
3977
$1.29M ﹤0.01%
38,244
-67,754
3978
$1.29M ﹤0.01%
126,153
-46,794
3979
$1.29M ﹤0.01%
105,158
-6,167
3980
$1.29M ﹤0.01%
93,126
+9,188
3981
$1.28M ﹤0.01%
41,512
-37,322
3982
$1.28M ﹤0.01%
94,665
+1,180
3983
$1.28M ﹤0.01%
113,742
+17,539
3984
$1.28M ﹤0.01%
57,887
+16,038
3985
$1.28M ﹤0.01%
23,084
-7,356
3986
$1.27M ﹤0.01%
88,446
+41,569
3987
$1.27M ﹤0.01%
67,408
-20,366
3988
$1.27M ﹤0.01%
54,271
-873
3989
$1.27M ﹤0.01%
31,678
-29,066
3990
$1.27M ﹤0.01%
87,279
-27,738
3991
$1.26M ﹤0.01%
95,831
+1,274
3992
$1.26M ﹤0.01%
35,265
-6,434
3993
$1.25M ﹤0.01%
+24,136
3994
$1.25M ﹤0.01%
50,984
-19,302
3995
$1.25M ﹤0.01%
83,144
+66,735
3996
$1.25M ﹤0.01%
104,106
+67,190
3997
$1.25M ﹤0.01%
71,485
+29,756
3998
$1.25M ﹤0.01%
82,373
+2,556
3999
$1.25M ﹤0.01%
4,948
-7,586
4000
$1.24M ﹤0.01%
86,596
-31,819
158 159
160
161 162