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
4426
$563K ﹤0.01%
41,187
+609
4427
$562K ﹤0.01%
38,218
-2,067
4428
$561K ﹤0.01%
+11,561
4429
$560K ﹤0.01%
58,464
+40,296
4430
$557K ﹤0.01%
37,506
+28,314
4431
$557K ﹤0.01%
28,550
-200
4432
$555K ﹤0.01%
8,113
-12,578
4433
$555K ﹤0.01%
7,220
+1,869
4434
$555K ﹤0.01%
3,905
+170
4435
$553K ﹤0.01%
17,346
+1,246
4436
$552K ﹤0.01%
48,236
+2,370
4437
$551K ﹤0.01%
34,652
+9,670
4438
$550K ﹤0.01%
8,951
+402
4439
$550K ﹤0.01%
882
+771
4440
$549K ﹤0.01%
13,615
4441
$548K ﹤0.01%
24,426
+9,578
4442
$548K ﹤0.01%
36,995
+10,114
4443
$548K ﹤0.01%
+18,922
4444
$547K ﹤0.01%
84
-22
4445
$546K ﹤0.01%
30,505
+3,644
4446
$546K ﹤0.01%
849
+818
4447
$542K ﹤0.01%
180,573
4448
$542K ﹤0.01%
13,144
-112,830
4449
$539K ﹤0.01%
418,152
+117,678
4450
$539K ﹤0.01%
40,435
+2,708
176 177
178
179 180