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
4626
$365K ﹤0.01%
14,345
+10,909
4627
$364K ﹤0.01%
3,443
-12,681
4628
$363K ﹤0.01%
7,937
-9,403
4629
$363K ﹤0.01%
25,345
+1,846
4630
– –
0
4631
$363K ﹤0.01%
249,200
-474,700
4632
$361K ﹤0.01%
18,926
+14,733
4633
$361K ﹤0.01%
7,181
-17,812
4634
$360K ﹤0.01%
10,502
+8,940
4635
$360K ﹤0.01%
18,805
-263
4636
$360K ﹤0.01%
10,321
+6,967
4637
$357K ﹤0.01%
24,700
+765
4638
$357K ﹤0.01%
14,702
+305
4639
$356K ﹤0.01%
21,791
-14,057
4640
$356K ﹤0.01%
37
+11
4641
$356K ﹤0.01%
18,213
+6,948
4642
$356K ﹤0.01%
35,501
+511
4643
$355K ﹤0.01%
23,889
+22,828
4644
$353K ﹤0.01%
17,410
-1,147
4645
$352K ﹤0.01%
37,816
+32,570
4646
$352K ﹤0.01%
92,813
-69,832
4647
$352K ﹤0.01%
24,423
+12
4648
$351K ﹤0.01%
12,309
+1,748
4649
$350K ﹤0.01%
21,319
-2,913
4650
$350K ﹤0.01%
558
+358
184 185
186
187 188