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
4026
$1.19M ﹤0.01%
36,590
+22,167
4027
$1.19M ﹤0.01%
23,288
+8,018
4028
$1.18M ﹤0.01%
95,650
+2,707
4029
$1.18M ﹤0.01%
31,286
-48,035
4030
$1.18M ﹤0.01%
88,733
+9,340
4031
$1.18M ﹤0.01%
35,408
+3,476
4032
$1.18M ﹤0.01%
71,149
-157,604
4033
$1.18M ﹤0.01%
164,600
-167,761
4034
$1.18M ﹤0.01%
394,396
-27,821
4035
$1.17M ﹤0.01%
75,682
-4,142
4036
$1.17M ﹤0.01%
59,643
+18,533
4037
$1.17M ﹤0.01%
25,781
+22,781
4038
$1.17M ﹤0.01%
38,689
+3,052
4039
$1.16M ﹤0.01%
74,247
+1,101
4040
$1.16M ﹤0.01%
25,273
-1,461
4041
$1.16M ﹤0.01%
26,664
-2,055
4042
$1.16M ﹤0.01%
25,440
-5,839
4043
$1.16M ﹤0.01%
85,320
+888
4044
$1.15M ﹤0.01%
53,010
-76,729
4045
$1.15M ﹤0.01%
880,717
+181,788
4046
$1.14M ﹤0.01%
504,606
+410,701
4047
$1.14M ﹤0.01%
69,607
-117,938
4048
$1.14M ﹤0.01%
8,977
-2,826
4049
$1.14M ﹤0.01%
22,566
+172
4050
$1.13M ﹤0.01%
231,107
+112,988
160 161
162
163 164