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
4151
$920K ﹤0.01%
43,895
+8,681
4152
$920K ﹤0.01%
87,707
+46,742
4153
$917K ﹤0.01%
54,976
-11,170
4154
$917K ﹤0.01%
56,167
-8,085
4155
$915K ﹤0.01%
37,318
-54,190
4156
$909K ﹤0.01%
30,354
-374
4157
$909K ﹤0.01%
20,830
+747
4158
$909K ﹤0.01%
149
+12
4159
$907K ﹤0.01%
37,305
+4,051
4160
$907K ﹤0.01%
4,648
+1,503
4161
$904K ﹤0.01%
31,500
-6,675
4162
$900K ﹤0.01%
13,215
-128,096
4163
$899K ﹤0.01%
30,156
-7,460
4164
$896K ﹤0.01%
98,271
+91,189
4165
$894K ﹤0.01%
47,350
-14,505
4166
$892K ﹤0.01%
59,002
+8,551
4167
$892K ﹤0.01%
63,645
-5,091
4168
$890K ﹤0.01%
5,031
+794
4169
$890K ﹤0.01%
21,684
-9,768
4170
$888K ﹤0.01%
58,402
-357,566
4171
$888K ﹤0.01%
15,886
+13,372
4172
$886K ﹤0.01%
39,983
+34,818
4173
$886K ﹤0.01%
91,821
-30,556
4174
$886K ﹤0.01%
18,540
-33
4175
$885K ﹤0.01%
62,969
-78,089
165 166
167
168 169