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
5376
$58K ﹤0.01%
5,302
+4,822
5377
$58K ﹤0.01%
8,699
-3,617
5378
$58K ﹤0.01%
3,384
-1
5379
$58K ﹤0.01%
1,540
-1,056
5380
$58K ﹤0.01%
1,581
-3,070
5381
$58K ﹤0.01%
2,285
5382
$58K ﹤0.01%
1,654
5383
$58K ﹤0.01%
7,025
-13,569
5384
$58K ﹤0.01%
2,271
-845
5385
$58K ﹤0.01%
18,864
-1,473
5386
$58K ﹤0.01%
21,355
-4,581
5387
$58K ﹤0.01%
500
+421
5388
$57K ﹤0.01%
4,940
-7,062
5389
$57K ﹤0.01%
9,091
-5,234
5390
$56K ﹤0.01%
2,823
-218
5391
$56K ﹤0.01%
3,633
-4,397
5392
$56K ﹤0.01%
1,954
-1,148
5393
$56K ﹤0.01%
7,446
-3,097
5394
$56K ﹤0.01%
1,478
+257
5395
$56K ﹤0.01%
3,024
+1,732
5396
$56K ﹤0.01%
+242
5397
$56K ﹤0.01%
313
5398
$56K ﹤0.01%
2,417
+659
5399
$56K ﹤0.01%
29,883
-40,570
5400
$55K ﹤0.01%
15,028
-9,631
214 215
216
217 218