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
4801
$248K ﹤0.01%
20,788
-13,482
4802
$246K ﹤0.01%
1,849
+427
4803
$246K ﹤0.01%
21,027
+9,878
4804
$246K ﹤0.01%
8,286
+8,236
4805
$246K ﹤0.01%
10,762
-8,068
4806
$246K ﹤0.01%
23,166
-2,440
4807
$243K ﹤0.01%
88
+18
4808
$242K ﹤0.01%
3,471
+1,213
4809
$242K ﹤0.01%
6,768
+30
4810
$242K ﹤0.01%
1,897
-1,657
4811
$241K ﹤0.01%
19,979
+2,630
4812
$241K ﹤0.01%
8,017
+3,212
4813
$239K ﹤0.01%
12,778
+3,979
4814
$237K ﹤0.01%
12,018
-4,137
4815
$237K ﹤0.01%
17,906
4816
$237K ﹤0.01%
7,905
-3,274
4817
$234K ﹤0.01%
824
+258
4818
$234K ﹤0.01%
16,826
-287
4819
$233K ﹤0.01%
19,354
+6,389
4820
$233K ﹤0.01%
5,394
-499
4821
$232K ﹤0.01%
36,195
-14,088
4822
$232K ﹤0.01%
67,314
-144,410
4823
$231K ﹤0.01%
13,082
-11,578
4824
$230K ﹤0.01%
5,000
4825
$229K ﹤0.01%
20,916
+17,008
191 192
193
194 195