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
4826
$228K ﹤0.01%
909
+98
4827
$228K ﹤0.01%
+11,204
4828
$228K ﹤0.01%
8,354
-29,814
4829
$227K ﹤0.01%
10,547
-1,783
4830
$227K ﹤0.01%
20,049
-158
4831
$226K ﹤0.01%
1,351
-365
4832
$225K ﹤0.01%
8,886
-58,038
4833
$225K ﹤0.01%
9,199
+98
4834
$225K ﹤0.01%
12,205
-94,351
4835
$223K ﹤0.01%
+17,105
4836
$223K ﹤0.01%
4,955
-176
4837
$222K ﹤0.01%
14,534
+1,804
4838
$222K ﹤0.01%
53,645
-5,332
4839
$221K ﹤0.01%
10,150
-200
4840
$221K ﹤0.01%
5,182
+4,530
4841
$221K ﹤0.01%
91,390
+3,500
4842
$221K ﹤0.01%
20,252
-51,356
4843
$220K ﹤0.01%
15,384
+9,249
4844
$220K ﹤0.01%
23,526
+3,488
4845
$218K ﹤0.01%
7,301
-12,700
4846
$218K ﹤0.01%
4,366
+1,182
4847
$218K ﹤0.01%
10,748
-3,993
4848
$217K ﹤0.01%
7,521
+2,372
4849
$217K ﹤0.01%
10,012
-4,739
4850
$216K ﹤0.01%
38,708
-46,864
192 193
194
195 196