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
5426
$52K ﹤0.01%
8,431
-82,531
5427
$51K ﹤0.01%
12,620
5428
$51K ﹤0.01%
1,976
-2,009
5429
$51K ﹤0.01%
1,770
-87
5430
$51K ﹤0.01%
405
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5431
$51K ﹤0.01%
46,879
-18,584
5432
$51K ﹤0.01%
970
-2
5433
$51K ﹤0.01%
2,094
-200
5434
$51K ﹤0.01%
3,907
-6,326
5435
$51K ﹤0.01%
2,071
-3
5436
$51K ﹤0.01%
181,302
+47,666
5437
$50K ﹤0.01%
5,448
-658
5438
$50K ﹤0.01%
15,190
-144
5439
$50K ﹤0.01%
48,497
+36,486
5440
$50K ﹤0.01%
5,172
-5,869
5441
$50K ﹤0.01%
1,717
+854
5442
$50K ﹤0.01%
2,066
5443
$50K ﹤0.01%
584
5444
$50K ﹤0.01%
113
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5445
$50K ﹤0.01%
118
-24
5446
$50K ﹤0.01%
10,724
-52,557
5447
$49K ﹤0.01%
4,408
-406
5448
$49K ﹤0.01%
5,507
-9,246
5449
$49K ﹤0.01%
8,303
-216,374
5450
$49K ﹤0.01%
371
+341
216 217
218
219 220