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
4776
$260K ﹤0.01%
9,707
+691
4777
$260K ﹤0.01%
2,065
-3,632
4778
$259K ﹤0.01%
43,844
+10,054
4779
$259K ﹤0.01%
17,392
+4,302
4780
$259K ﹤0.01%
42,525
+6,305
4781
$258K ﹤0.01%
24,549
-644
4782
$258K ﹤0.01%
16,583
-12,671
4783
$258K ﹤0.01%
132,827
+128,424
4784
$257K ﹤0.01%
10,196
4785
$257K ﹤0.01%
9,198
+7,286
4786
$257K ﹤0.01%
9,735
-4,900
4787
$256K ﹤0.01%
35,737
+7,390
4788
$254K ﹤0.01%
14,842
-7,098
4789
$252K ﹤0.01%
38,055
-3,458
4790
$252K ﹤0.01%
14,630
-3,655
4791
$252K ﹤0.01%
+10,494
4792
$252K ﹤0.01%
21,224
+6,147
4793
$251K ﹤0.01%
2,677
+1,522
4794
$251K ﹤0.01%
27,798
+5,122
4795
$251K ﹤0.01%
11,410
+8,380
4796
$250K ﹤0.01%
5,353
-2,231
4797
$250K ﹤0.01%
2,038
+2,037
4798
$249K ﹤0.01%
40,292
-16,412
4799
$249K ﹤0.01%
27,462
-12,294
4800
$248K ﹤0.01%
14,619
-194
190 191
192
193 194