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
4176
$879K ﹤0.01%
17,220
+2,314
4177
$879K ﹤0.01%
130,439
+2,775
4178
$878K ﹤0.01%
226,725
+30,200
4179
$878K ﹤0.01%
11,923
-4,253
4180
$873K ﹤0.01%
14,172
-196
4181
$872K ﹤0.01%
19,987
-27,833
4182
$872K ﹤0.01%
61,482
-68,457
4183
$871K ﹤0.01%
15,123
-23,864
4184
$871K ﹤0.01%
29,243
-14,967
4185
$870K ﹤0.01%
14,535
-13,763
4186
$869K ﹤0.01%
13,926
-3,968
4187
$866K ﹤0.01%
93,258
+62,674
4188
$866K ﹤0.01%
4,968
-1,448
4189
$866K ﹤0.01%
24,875
-1,066
4190
$864K ﹤0.01%
38,875
-55,799
4191
$864K ﹤0.01%
31,065
+4,257
4192
$861K ﹤0.01%
36,949
+120
4193
$859K ﹤0.01%
50,602
+3,358
4194
$858K ﹤0.01%
89,670
-4,845
4195
$850K ﹤0.01%
7,277
+2,598
4196
$848K ﹤0.01%
10,119
4197
$845K ﹤0.01%
65,154
-3,369
4198
$843K ﹤0.01%
2,001
+211
4199
$843K ﹤0.01%
92,656
-2,854
4200
$841K ﹤0.01%
114,772
+1,481
166 167
168
169 170