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
4101
$1.02M ﹤0.01%
6,134
-48,458
4102
$1.02M ﹤0.01%
663,050
-4,270,712
4103
$1.02M ﹤0.01%
64,461
-26,939
4104
$1.02M ﹤0.01%
4,172
-15,402
4105
$1.02M ﹤0.01%
67,630
+1,342
4106
$1.01M ﹤0.01%
70,132
+3,115
4107
$1.01M ﹤0.01%
30,487
-9,880
4108
$1.01M ﹤0.01%
90,436
-9,786
4109
$1.01M ﹤0.01%
33,914
+30,979
4110
$1.01M ﹤0.01%
49,061
-12,539
4111
$1M ﹤0.01%
24,917
+23,002
4112
$1M ﹤0.01%
125,040
-3,806
4113
$1M ﹤0.01%
52,183
-16,004
4114
$1M ﹤0.01%
72,269
+37,723
4115
$1M ﹤0.01%
51,319
-45,611
4116
$999K ﹤0.01%
61,698
+1,158
4117
$995K ﹤0.01%
49,629
-362,200
4118
$989K ﹤0.01%
57,758
-289,814
4119
$988K ﹤0.01%
90,293
-380,542
4120
$986K ﹤0.01%
6,085
-19,258
4121
$986K ﹤0.01%
24,608
-65
4122
$984K ﹤0.01%
10,814
-7,065
4123
$984K ﹤0.01%
10,816
+7,083
4124
$977K ﹤0.01%
18,146
-14,594
4125
$976K ﹤0.01%
37,154
-185,469
163 164
165
166 167