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
5051
$132K ﹤0.01%
+860
5052
$131K ﹤0.01%
2,703
-2,480
5053
$130K ﹤0.01%
24,760
-772
5054
$130K ﹤0.01%
8,479
-5,307
5055
$129K ﹤0.01%
3,545
-1,610
5056
$129K ﹤0.01%
7,844
+5,292
5057
$129K ﹤0.01%
2,949
-19,225
5058
$129K ﹤0.01%
8,019
-88
5059
$128K ﹤0.01%
33,454
-4,113
5060
$128K ﹤0.01%
1,334
-149
5061
$127K ﹤0.01%
9,439
-21,341
5062
$127K ﹤0.01%
5,641
-37,633
5063
$127K ﹤0.01%
35,970
-170,673
5064
$127K ﹤0.01%
35,272
-28,777
5065
$127K ﹤0.01%
3,800
-2,587
5066
$126K ﹤0.01%
18,257
-3,441
5067
$126K ﹤0.01%
83,740
+43,548
5068
$126K ﹤0.01%
7,725
-1,373
5069
$126K ﹤0.01%
9,851
-3,527
5070
$125K ﹤0.01%
8,755
-17,178
5071
$124K ﹤0.01%
4,126
-688
5072
$124K ﹤0.01%
5,953
-1,563
5073
$124K ﹤0.01%
6,818
-226
5074
$124K ﹤0.01%
5,572
+204
5075
$124K ﹤0.01%
6,577
-17,543
201 202
203
204 205