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
4301
$711K ﹤0.01%
3,564
+3,038
4302
$710K ﹤0.01%
149,565
+17,554
4303
$710K ﹤0.01%
7,911
+158
4304
$710K ﹤0.01%
49,849
-6,755
4305
$710K ﹤0.01%
6,014
-501
4306
$707K ﹤0.01%
57,163
-14,782
4307
$706K ﹤0.01%
38,989
+24,814
4308
$706K ﹤0.01%
42,292
-8,388
4309
$705K ﹤0.01%
23,958
-69,951
4310
$705K ﹤0.01%
37,938
-26,308
4311
$701K ﹤0.01%
11,902
-29,272
4312
$701K ﹤0.01%
15,592
-773
4313
$700K ﹤0.01%
31,702
+897
4314
$697K ﹤0.01%
61,081
-147,206
4315
$690K ﹤0.01%
7,678
-3,276
4316
$687K ﹤0.01%
15,538
+2,280
4317
$686K ﹤0.01%
23,111
-7,850
4318
$686K ﹤0.01%
7,799
-1,230
4319
$686K ﹤0.01%
49,624
-9,095
4320
$683K ﹤0.01%
14,116
-427
4321
$678K ﹤0.01%
30,502
-1,559
4322
$677K ﹤0.01%
77,862
-1,253,597
4323
$676K ﹤0.01%
15,465
-154,770
4324
$675K ﹤0.01%
76,363
+27,031
4325
$674K ﹤0.01%
9,106
-1,964
171 172
173
174 175