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
4126
$976K ﹤0.01%
217,025
+19,190
4127
$974K ﹤0.01%
39,226
-8,181
4128
$971K ﹤0.01%
65,613
+15,867
4129
$971K ﹤0.01%
+37,712
4130
$971K ﹤0.01%
42,263
-39,180
4131
$969K ﹤0.01%
18,428
+15,118
4132
$969K ﹤0.01%
745,436
-225,194
4133
$967K ﹤0.01%
78,865
+980
4134
$964K ﹤0.01%
489,109
+346,217
4135
$958K ﹤0.01%
110,720
+33,903
4136
$952K ﹤0.01%
129,570
+115,018
4137
$945K ﹤0.01%
11,962
+567
4138
$945K ﹤0.01%
12,091
-959
4139
$945K ﹤0.01%
183,726
-13,094
4140
$943K ﹤0.01%
987,137
+257,906
4141
$941K ﹤0.01%
91,731
-60,103
4142
$940K ﹤0.01%
256,063
+228,476
4143
$937K ﹤0.01%
66,553
+24
4144
$936K ﹤0.01%
76,768
+1,891
4145
$934K ﹤0.01%
34,504
-2,289
4146
$934K ﹤0.01%
47,363
-11,753
4147
$930K ﹤0.01%
188,711
+36,074
4148
$929K ﹤0.01%
1,542,862
+46,329
4149
$928K ﹤0.01%
133,012
+42,130
4150
$923K ﹤0.01%
34,794
-12,992
164 165
166
167 168