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
4951
$169K ﹤0.01%
24,963
-109,381
4952
$169K ﹤0.01%
14,377
-917
4953
$168K ﹤0.01%
4,136
-2,659
4954
$168K ﹤0.01%
12,033
+1,098
4955
$168K ﹤0.01%
119,597
-45,110
4956
$168K ﹤0.01%
37,494
+24,303
4957
$167K ﹤0.01%
4,423
4958
$167K ﹤0.01%
7,946
-104,046
4959
$166K ﹤0.01%
11,287
-1,500
4960
$166K ﹤0.01%
11,241
+5,694
4961
$166K ﹤0.01%
+12,538
4962
$166K ﹤0.01%
15,093
-11,799
4963
$166K ﹤0.01%
41,330
+2,479
4964
$165K ﹤0.01%
5,179
-35,817
4965
$165K ﹤0.01%
20,653
-19,518
4966
$165K ﹤0.01%
2,450
+300
4967
$165K ﹤0.01%
15,485
+3,000
4968
$164K ﹤0.01%
20,402
+6,490
4969
$164K ﹤0.01%
6,441
+1,759
4970
$163K ﹤0.01%
+522
4971
$162K ﹤0.01%
5,448
-2,585
4972
$161K ﹤0.01%
3,142
+286
4973
$161K ﹤0.01%
506
-1,562
4974
$160K ﹤0.01%
6,211
-3,055
4975
$160K ﹤0.01%
2,077
-210
197 198
199
200 201