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
4926
$178K ﹤0.01%
18,418
-15,932
4927
$178K ﹤0.01%
12,721
-740
4928
$177K ﹤0.01%
34,158
+23,550
4929
$177K ﹤0.01%
9,999
+5,658
4930
$177K ﹤0.01%
8,901
-23,444
4931
$177K ﹤0.01%
7,864
+5,366
4932
$177K ﹤0.01%
5,510
-91
4933
$176K ﹤0.01%
6,098
+3,368
4934
$176K ﹤0.01%
5,165
-769
4935
$176K ﹤0.01%
8,437
-25,359
4936
$175K ﹤0.01%
4,893
-6,573
4937
$175K ﹤0.01%
682
-3,005
4938
$174K ﹤0.01%
20,883
-17,246
4939
$174K ﹤0.01%
2,538
-9
4940
$173K ﹤0.01%
19,069
-3,684
4941
$172K ﹤0.01%
3,912
+2,860
4942
$172K ﹤0.01%
11,122
+11,121
4943
$171K ﹤0.01%
29,070
+25,809
4944
$170K ﹤0.01%
8,973
-21,548
4945
$170K ﹤0.01%
+5,639
4946
$170K ﹤0.01%
31,669
+16,748
4947
$170K ﹤0.01%
139,579
+91,081
4948
$170K ﹤0.01%
56,473
-56,685
4949
$169K ﹤0.01%
1,468
-2,507
4950
$169K ﹤0.01%
180,000
-5,900
196 197
198
199 200