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
5176
$99K ﹤0.01%
+50,542
5177
$98K ﹤0.01%
7,522
-12,471
5178
$98K ﹤0.01%
4,073
-3,729
5179
$98K ﹤0.01%
4,006
-19,061
5180
$98K ﹤0.01%
24,753
-17,800
5181
$98K ﹤0.01%
5,703
-1,951
5182
$97K ﹤0.01%
1,874
+1,770
5183
$97K ﹤0.01%
17,202
+3,734
5184
$97K ﹤0.01%
1,938
-1,011
5185
$97K ﹤0.01%
56,460
+8,476
5186
$97K ﹤0.01%
6,227
-39,724
5187
$97K ﹤0.01%
7,944
-5,394
5188
$96K ﹤0.01%
8,611
-9,050
5189
$96K ﹤0.01%
14,755
-1,950
5190
$96K ﹤0.01%
52,074
-73,832
5191
$96K ﹤0.01%
7,432
-10,462
5192
$96K ﹤0.01%
11,874
+114
5193
$96K ﹤0.01%
3,870
+1,372
5194
$96K ﹤0.01%
9,301
-7,210
5195
$95K ﹤0.01%
129
-19
5196
$95K ﹤0.01%
92,091
+19,971
5197
$94K ﹤0.01%
667
-59,092
5198
$94K ﹤0.01%
4,200
-8,171
5199
$94K ﹤0.01%
3,802
-510
5200
$94K ﹤0.01%
546
-585
206 207
208
209 210