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
4876
$202K ﹤0.01%
10,477
-2,254
4877
$201K ﹤0.01%
5,377
+1,951
4878
$200K ﹤0.01%
1,286
+1,174
4879
$199K ﹤0.01%
8,107
+7,307
4880
$199K ﹤0.01%
23,261
-89,934
4881
$199K ﹤0.01%
132,940
-34,026
4882
$199K ﹤0.01%
5,516
-3,725
4883
$198K ﹤0.01%
11,107
-76,548
4884
$198K ﹤0.01%
2,211
-427
4885
$198K ﹤0.01%
5,832
-4,329
4886
$197K ﹤0.01%
23,021
+17,663
4887
$197K ﹤0.01%
8,250
+582
4888
$197K ﹤0.01%
1,652
-360
4889
$196K ﹤0.01%
21,726
+718
4890
$195K ﹤0.01%
11,506
+1,713
4891
$195K ﹤0.01%
4,144
-609
4892
$195K ﹤0.01%
180,400
-126,600
4893
$194K ﹤0.01%
30,480
+140
4894
$194K ﹤0.01%
9,205
4895
$194K ﹤0.01%
7,380
-1,597
4896
$194K ﹤0.01%
22,950
-1,361
4897
$194K ﹤0.01%
5,418
-19,505
4898
$194K ﹤0.01%
4,364
-9,701
4899
$193K ﹤0.01%
17,144
-10,695
4900
$193K ﹤0.01%
2,380
-46
194 195
196
197 198