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
526
$112M 0.03%
3,592,233
+812,193
527
$112M 0.03%
6,053,306
+462,076
528
$111M 0.03%
1,223,594
-152,922
529
$111M 0.03%
1,935,340
+89,613
530
$110M 0.03%
1,916,545
-207,076
531
$109M 0.03%
2,177,779
+265,034
532
$108M 0.03%
3,484,269
-364,660
533
$107M 0.03%
4,737,934
+222,269
534
$107M 0.03%
212,813
-178,715
535
$107M 0.03%
10,376,225
+1,920,593
536
$107M 0.03%
2,801,056
-282,333
537
$107M 0.03%
3,731,678
+81,402
538
$107M 0.03%
1,514,677
-68,709
539
$106M 0.03%
9,051,048
+997,781
540
$106M 0.03%
290,356
+155,677
541
$106M 0.03%
1,500,951
+164,391
542
$106M 0.03%
3,696,501
+1,925,087
543
$106M 0.03%
2,166,959
+242,522
544
$106M 0.03%
+3,582,326
545
$106M 0.03%
2,562,857
-268,814
546
$106M 0.03%
1,543,854
-6,110
547
$106M 0.03%
612,642
-18,425
548
$105M 0.03%
2,130,929
+89,575
549
$104M 0.03%
2,029,282
+1,335,750
550
$104M 0.03%
1,378,422
+71,026
20 21
22
23 24