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
4451
$537K ﹤0.01%
20,886
-69,797
4452
$536K ﹤0.01%
42,739
-1,905
4453
$534K ﹤0.01%
16,093
+1,330
4454
$533K ﹤0.01%
13,632
+9,591
4455
$531K ﹤0.01%
225,016
+12,400
4456
$530K ﹤0.01%
67,131
+893
4457
$529K ﹤0.01%
18,513
-2,002
4458
$528K ﹤0.01%
23,988
-17,504
4459
$528K ﹤0.01%
13,165
+8,852
4460
$525K ﹤0.01%
132,985
-27,351
4461
$523K ﹤0.01%
1,797,070
+499,230
4462
$523K ﹤0.01%
78,871
+8,408
4463
$520K ﹤0.01%
7,152
-82
4464
$520K ﹤0.01%
7,151
-25,558
4465
$519K ﹤0.01%
2,370
+797
4466
$518K ﹤0.01%
15,900
-19,010
4467
$516K ﹤0.01%
8,605
-2,083
4468
$514K ﹤0.01%
175
+100
4469
$514K ﹤0.01%
51,132
-3,658
4470
$514K ﹤0.01%
12,850
-18,590
4471
$511K ﹤0.01%
10,378
-1,159
4472
$510K ﹤0.01%
15,463
-4,470
4473
$510K ﹤0.01%
41,822
+25,570
4474
$508K ﹤0.01%
22,678
+15,439
4475
$507K ﹤0.01%
24,731
-10,835
177 178
179
180 181