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
4326
$673K ﹤0.01%
13,110
+12,522
4327
$673K ﹤0.01%
74,337
+70,747
4328
$673K ﹤0.01%
534,299
+174,120
4329
$672K ﹤0.01%
21,597
-24,496
4330
$672K ﹤0.01%
188,699
+48,199
4331
$671K ﹤0.01%
16,858
-28,043
4332
$670K ﹤0.01%
11,863
+784
4333
$670K ﹤0.01%
58,112
+19,551
4334
$666K ﹤0.01%
28,093
+738
4335
$664K ﹤0.01%
19,902
4336
$659K ﹤0.01%
34,036
+27,669
4337
$657K ﹤0.01%
19,126
-4,418
4338
$657K ﹤0.01%
37,989
-24,631
4339
$654K ﹤0.01%
24,084
-629
4340
$651K ﹤0.01%
33,812
-22,079
4341
$651K ﹤0.01%
15,372
-28,963
4342
$649K ﹤0.01%
94,441
+82,895
4343
$649K ﹤0.01%
1,627
+1,542
4344
$648K ﹤0.01%
5,818
+2,190
4345
$647K ﹤0.01%
135,177
-91,014
4346
$647K ﹤0.01%
20,068
-3,265
4347
$645K ﹤0.01%
24,234
-2,076
4348
$645K ﹤0.01%
8,722
+3,618
4349
$645K ﹤0.01%
86,175
+31,385
4350
$645K ﹤0.01%
1,062
+368
172 173
174
175 176