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
5101
$118K ﹤0.01%
3,810
-1,927
5102
$118K ﹤0.01%
4,473
+182
5103
$117K ﹤0.01%
309
-25
5104
$117K ﹤0.01%
11,640
-14,223
5105
$117K ﹤0.01%
14,029
-86,776
5106
$117K ﹤0.01%
3,119
-6,878
5107
$117K ﹤0.01%
34,355
+2,225
5108
$116K ﹤0.01%
1,833
-301
5109
$116K ﹤0.01%
14,079
-2,448
5110
$115K ﹤0.01%
4,580
5111
$114K ﹤0.01%
6,999
-1,437
5112
$114K ﹤0.01%
2,126
+1,814
5113
$114K ﹤0.01%
8,697
-315
5114
$114K ﹤0.01%
59,900
+7,000
5115
$113K ﹤0.01%
1,573
-2,472
5116
$113K ﹤0.01%
10,794
-5,549
5117
$113K ﹤0.01%
4,798
-428
5118
$111K ﹤0.01%
17,454
-1,531
5119
$111K ﹤0.01%
2,462
-2,626
5120
$111K ﹤0.01%
6,705
-376
5121
$111K ﹤0.01%
10,210
-1,076
5122
$110K ﹤0.01%
5,324
-15,896
5123
$110K ﹤0.01%
97,207
+78,734
5124
$110K ﹤0.01%
+7
5125
$110K ﹤0.01%
+6,856
203 204
205
206 207