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
4701
$308K ﹤0.01%
1,540
+1,440
4702
$307K ﹤0.01%
17,172
+4,876
4703
$305K ﹤0.01%
6,367
-2,660
4704
$304K ﹤0.01%
21,200
+301
4705
$304K ﹤0.01%
20,709
+18,390
4706
$304K ﹤0.01%
26,975
-1,124
4707
$303K ﹤0.01%
11,913
-1,236,481
4708
$302K ﹤0.01%
762
+759
4709
$300K ﹤0.01%
18,217
-1,390
4710
$299K ﹤0.01%
22,820
+939
4711
$299K ﹤0.01%
41,434
+1,145
4712
$298K ﹤0.01%
20,325
4713
$297K ﹤0.01%
12,385
-628
4714
$297K ﹤0.01%
22,414
+20,377
4715
$296K ﹤0.01%
12,175
-256
4716
$296K ﹤0.01%
94,350
+12,600
4717
$295K ﹤0.01%
25,466
-49,703
4718
$295K ﹤0.01%
26,209
-61
4719
$294K ﹤0.01%
2,467
+88
4720
$294K ﹤0.01%
32,137
+9,950
4721
$292K ﹤0.01%
9,193
+3,340
4722
$292K ﹤0.01%
21,138
+5,321
4723
$292K ﹤0.01%
+6,643
4724
$291K ﹤0.01%
8,044
-371
4725
$291K ﹤0.01%
21,316
-300,951
187 188
189
190 191