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
4351
$644K ﹤0.01%
11,693
-4,955
4352
$643K ﹤0.01%
65,279
-8,868
4353
$642K ﹤0.01%
43,267
-4,071
4354
$641K ﹤0.01%
34,580
+24,730
4355
$639K ﹤0.01%
168,113
-4,955
4356
$639K ﹤0.01%
6,315
+6,042
4357
$639K ﹤0.01%
734,478
-134,049
4358
$639K ﹤0.01%
51,409
+6,231
4359
$637K ﹤0.01%
78,220
+45,050
4360
$637K ﹤0.01%
634
-5,963
4361
$636K ﹤0.01%
55,146
-154,341
4362
$635K ﹤0.01%
157,938
-78,849
4363
$633K ﹤0.01%
25,727
-410
4364
$632K ﹤0.01%
2,142
-226
4365
$631K ﹤0.01%
549
+482
4366
$628K ﹤0.01%
23,831
+22,272
4367
$627K ﹤0.01%
69,154
+5,603
4368
$623K ﹤0.01%
62,700
-205,479
4369
$623K ﹤0.01%
731
-445
4370
$623K ﹤0.01%
27,678
+6,015
4371
$621K ﹤0.01%
17,279
-16,122
4372
$620K ﹤0.01%
69,382
+53,158
4373
$619K ﹤0.01%
10,302
-947
4374
$618K ﹤0.01%
43,758
+10,472
4375
$616K ﹤0.01%
52,948
-56,365
173 174
175
176 177