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
5026
$142K ﹤0.01%
7,643
-36,306
5027
$141K ﹤0.01%
9,822
5028
$140K ﹤0.01%
5,766
-7,056
5029
$140K ﹤0.01%
71,350
+5,842
5030
$140K ﹤0.01%
7,358
-22,141
5031
$139K ﹤0.01%
6,455
+100
5032
$139K ﹤0.01%
3,400
-5,946
5033
$139K ﹤0.01%
13,588
5034
$137K ﹤0.01%
35,282
-3,732
5035
$137K ﹤0.01%
6,260
+441
5036
$137K ﹤0.01%
68,414
+60,885
5037
$137K ﹤0.01%
1,337
+838
5038
$136K ﹤0.01%
2,817
-326
5039
$135K ﹤0.01%
9,759
-7,264
5040
$135K ﹤0.01%
4,048
-4,106
5041
$135K ﹤0.01%
6,505
+2,488
5042
$134K ﹤0.01%
16,110
+11,100
5043
$134K ﹤0.01%
18,392
-67,305
5044
$134K ﹤0.01%
9,229
-15,600
5045
$133K ﹤0.01%
14,353
-7,564
5046
$133K ﹤0.01%
10,401
-16,945
5047
$133K ﹤0.01%
6,905
-3,692
5048
$133K ﹤0.01%
1,557
-1,206
5049
$133K ﹤0.01%
4,305
5050
$132K ﹤0.01%
36,090
+34,073
200 201
202
203 204