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
4976
$160K ﹤0.01%
110,694
+27,160
4977
$160K ﹤0.01%
21,884
+15,500
4978
$159K ﹤0.01%
7,737
-673
4979
$159K ﹤0.01%
5,512
4980
$159K ﹤0.01%
22,813
+5,270
4981
$159K ﹤0.01%
9,937
+3,780
4982
$158K ﹤0.01%
2,680
4983
$157K ﹤0.01%
15,035
-809
4984
$157K ﹤0.01%
34,528
-441
4985
$157K ﹤0.01%
1,296
+36
4986
$157K ﹤0.01%
5,868
-6,482
4987
$156K ﹤0.01%
18,688
-20,541
4988
$155K ﹤0.01%
439
+191
4989
$154K ﹤0.01%
9,292
-14,144
4990
$153K ﹤0.01%
6,384
+2,657
4991
$153K ﹤0.01%
37,434
-39,395
4992
$152K ﹤0.01%
1,682
-35,308
4993
$152K ﹤0.01%
3,684
-31
4994
$152K ﹤0.01%
4,602
+742
4995
$152K ﹤0.01%
1,417
-12,330
4996
$152K ﹤0.01%
15,047
-8,620
4997
$151K ﹤0.01%
44,000
4998
$151K ﹤0.01%
9,514
-2,516
4999
$151K ﹤0.01%
24,126
-58,295
5000
$150K ﹤0.01%
18,074
-11,388
198 199
200
201 202