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
5251
$84K ﹤0.01%
2,947
-1,799
5252
$83K ﹤0.01%
13,011
-4,483
5253
$83K ﹤0.01%
6,865
+1,587
5254
$83K ﹤0.01%
1,124
+1,106
5255
$83K ﹤0.01%
2,234
-1,641
5256
$83K ﹤0.01%
2,427
-2,130
5257
$82K ﹤0.01%
1,384
+51
5258
$82K ﹤0.01%
2,329
+372
5259
$82K ﹤0.01%
+181
5260
$82K ﹤0.01%
22,944
-85,290
5261
$82K ﹤0.01%
3,736
5262
$81K ﹤0.01%
1,619
-490
5263
$81K ﹤0.01%
16,079
-613
5264
$81K ﹤0.01%
34,342
+7,301
5265
$80K ﹤0.01%
9,999
+969
5266
$80K ﹤0.01%
2,868
5267
$80K ﹤0.01%
+2,150
5268
$80K ﹤0.01%
717
+252
5269
$80K ﹤0.01%
2,907
+304
5270
$79K ﹤0.01%
11,489
-95,677
5271
$79K ﹤0.01%
8,900
-46,588
5272
$79K ﹤0.01%
+14,260
5273
$79K ﹤0.01%
6,068
-102,148
5274
$79K ﹤0.01%
728
-629
5275
$78K ﹤0.01%
3,136
+184
209 210
211
212 213