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
5201
$94K ﹤0.01%
7,775
+7,725
5202
$94K ﹤0.01%
6,850
-6,742
5203
$94K ﹤0.01%
18,305
+12,510
5204
$93K ﹤0.01%
2,838
-3,043
5205
$93K ﹤0.01%
36,855
-32,535
5206
$93K ﹤0.01%
3,416
+292
5207
$93K ﹤0.01%
12,112
-3,403
5208
$93K ﹤0.01%
301
-76
5209
$92K ﹤0.01%
11,668
-2,020
5210
$92K ﹤0.01%
31,398
-154,245
5211
$92K ﹤0.01%
11,979
-42,350
5212
$92K ﹤0.01%
2,948
+1,953
5213
$92K ﹤0.01%
5,943
-12,966
5214
$91K ﹤0.01%
3,027
-345,173
5215
$91K ﹤0.01%
4,751
-670
5216
$91K ﹤0.01%
1,793
-3,191
5217
$91K ﹤0.01%
2,655
+436
5218
$91K ﹤0.01%
100
+93
5219
$91K ﹤0.01%
1,563
-83
5220
$90K ﹤0.01%
3,418
+34
5221
$90K ﹤0.01%
2,204
+171
5222
$90K ﹤0.01%
5,733
-3,264
5223
$89K ﹤0.01%
4,099
+1,904
5224
$89K ﹤0.01%
+716
5225
$89K ﹤0.01%
+6,415
207 208
209
210 211