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
4201
$839K ﹤0.01%
18,066
-16,215
4202
$835K ﹤0.01%
59,656
+3,536
4203
$835K ﹤0.01%
61,099
-528
4204
$834K ﹤0.01%
+60,401
4205
$833K ﹤0.01%
240,739
+27,788
4206
$832K ﹤0.01%
67,602
-14,179
4207
$831K ﹤0.01%
75,835
-258,355
4208
$826K ﹤0.01%
16,067
-6,869
4209
$825K ﹤0.01%
66,039
-16,653
4210
$824K ﹤0.01%
7,067
+245
4211
$824K ﹤0.01%
47,531
-16,751
4212
$824K ﹤0.01%
701
+120
4213
$824K ﹤0.01%
66,703
-1,510
4214
$822K ﹤0.01%
30,059
-26,347
4215
$822K ﹤0.01%
22,475
+1,130
4216
$822K ﹤0.01%
7,776
+1,451
4217
$821K ﹤0.01%
22,874
+13,000
4218
$820K ﹤0.01%
106,144
-132,112
4219
$819K ﹤0.01%
23,488
+11,415
4220
$817K ﹤0.01%
30,307
-71,277
4221
$817K ﹤0.01%
12,371
-2,075
4222
$817K ﹤0.01%
68,064
-56,736
4223
$814K ﹤0.01%
60,098
+21,130
4224
$813K ﹤0.01%
782,519
-4,359,333
4225
$812K ﹤0.01%
21,742
-7,458
167 168
169
170 171