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
5126
$110K ﹤0.01%
5,154
-130,142
5127
$110K ﹤0.01%
22,701
+12,601
5128
$109K ﹤0.01%
8,601
-27,860
5129
$109K ﹤0.01%
16,675
+12,703
5130
$109K ﹤0.01%
82
+47
5131
$109K ﹤0.01%
3,987
-1,947
5132
$108K ﹤0.01%
13,326
-412
5133
$108K ﹤0.01%
193,600
+4,450
5134
$108K ﹤0.01%
1,005
-972
5135
$108K ﹤0.01%
7,140
-1,891
5136
$107K ﹤0.01%
752
-6,777
5137
$107K ﹤0.01%
20,932
-30,324
5138
$107K ﹤0.01%
12,711
-1,402
5139
$107K ﹤0.01%
3,597
-127
5140
$106K ﹤0.01%
794
-67
5141
$106K ﹤0.01%
3,088
-199
5142
$105K ﹤0.01%
3,721
-2,133
5143
$105K ﹤0.01%
3,850
+752
5144
$105K ﹤0.01%
11,658
-11,458
5145
$105K ﹤0.01%
+8,174
5146
$104K ﹤0.01%
2,011
+227
5147
$104K ﹤0.01%
2,989
-1,765
5148
$104K ﹤0.01%
12,298
-1,173
5149
$104K ﹤0.01%
+3,550
5150
$103K ﹤0.01%
2,606
-1,911
204 205
206
207 208