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
426
$150M 0.04%
12,522,982
+222,645
427
$150M 0.04%
2,451,594
+531,072
428
$150M 0.04%
1,263,808
-32,867
429
$150M 0.04%
6,264,735
+469,595
430
$150M 0.04%
1,405,074
+172,900
431
$149M 0.04%
2,133,501
+870,509
432
$149M 0.04%
1,496,120
+67,326
433
$149M 0.04%
4,428,088
+4,160,639
434
$148M 0.04%
1,990,871
-359,649
435
$147M 0.04%
3,055,391
+380,715
436
$147M 0.04%
2,150,162
-558,416
437
$146M 0.04%
753,856
-272,085
438
$146M 0.04%
4,708,548
-1,156,003
439
$146M 0.04%
6,012,473
-724,569
440
$146M 0.04%
2,275,757
+28,865
441
$144M 0.04%
862,100
-288,986
442
$144M 0.04%
1,353,501
+64,665
443
$144M 0.04%
4,353,360
-195,212
444
$143M 0.04%
8,365,056
+300,002
445
$142M 0.04%
13,589,015
-1,978,675
446
$140M 0.04%
2,388,905
-129,737
447
$140M 0.04%
402,726
+98,752
448
$139M 0.04%
2,736,387
+136,877
449
$139M 0.04%
762,627
-30,086
450
$139M 0.04%
3,379,270
+193,210
16 17
18
19 20