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
4076
$1.07M ﹤0.01%
70,486
-13,376
4077
$1.06M ﹤0.01%
73,398
+3,377
4078
$1.06M ﹤0.01%
107,655
+2,100
4079
$1.06M ﹤0.01%
265,881
+107,699
4080
$1.06M ﹤0.01%
41,847
-56,560
4081
$1.06M ﹤0.01%
52,062
+10,804
4082
$1.06M ﹤0.01%
11,652
+5,677
4083
$1.05M ﹤0.01%
19,633
-14,882
4084
$1.05M ﹤0.01%
307,875
-12,165
4085
$1.05M ﹤0.01%
50,877
-34,803
4086
$1.05M ﹤0.01%
13,117
-18,071
4087
$1.05M ﹤0.01%
139,196
+21,039
4088
$1.04M ﹤0.01%
29,043
-24,913
4089
$1.04M ﹤0.01%
170,073
+4,979
4090
$1.04M ﹤0.01%
71,277
-1,002,336
4091
$1.04M ﹤0.01%
28,758
-177,476
4092
$1.03M ﹤0.01%
83,464
-20,546
4093
$1.03M ﹤0.01%
124,758
-20,174
4094
$1.03M ﹤0.01%
77,590
-11
4095
$1.03M ﹤0.01%
65,044
4096
$1.03M ﹤0.01%
86,230
+5,782
4097
$1.03M ﹤0.01%
101,436
-590
4098
$1.03M ﹤0.01%
42,592
+41,134
4099
$1.03M ﹤0.01%
60,732
+43,975
4100
$1.03M ﹤0.01%
67,763
+10,955
162 163
164
165 166