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
4476
$505K ﹤0.01%
+19,397
4477
$504K ﹤0.01%
51,497
-717
4478
$504K ﹤0.01%
16,320
+4,158
4479
$500K ﹤0.01%
23,351
+11,609
4480
$500K ﹤0.01%
203,697
-55,719
4481
$499K ﹤0.01%
21,055
-2,073
4482
$499K ﹤0.01%
34,647
+11,694
4483
$499K ﹤0.01%
21,331
-2,288
4484
$497K ﹤0.01%
33,495
-6,934
4485
$497K ﹤0.01%
7,283
-576
4486
$493K ﹤0.01%
41,818
-21,402
4487
$493K ﹤0.01%
70,910
+37,592
4488
$492K ﹤0.01%
52,330
+44,257
4489
$492K ﹤0.01%
42,332
-3,122
4490
$491K ﹤0.01%
35,509
-15,207
4491
$491K ﹤0.01%
24,928
+4,688
4492
$490K ﹤0.01%
8,269
-1,654
4493
$487K ﹤0.01%
36,159
-2,776
4494
$487K ﹤0.01%
18,692
+10,922
4495
$485K ﹤0.01%
136,688
+15,355
4496
$484K ﹤0.01%
10,740
+2,075
4497
$484K ﹤0.01%
11,902
-5,152
4498
$483K ﹤0.01%
7,326
-5,862
4499
$483K ﹤0.01%
69,818
-903
4500
$482K ﹤0.01%
28,735
-42,503
178 179
180
181 182