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
5476
$46K ﹤0.01%
3,008
-1,068
5477
$46K ﹤0.01%
4,270
-6,428
5478
$46K ﹤0.01%
9,010
-4,082
5479
$45K ﹤0.01%
3,304
-1,729
5480
$45K ﹤0.01%
10,005
+6,887
5481
$45K ﹤0.01%
1,700
+200
5482
$45K ﹤0.01%
1,523
-27,549
5483
$45K ﹤0.01%
76,900
+1,200
5484
$45K ﹤0.01%
6,432
-26,046
5485
$45K ﹤0.01%
1,630
5486
$45K ﹤0.01%
321
-9,884
5487
$45K ﹤0.01%
7,266
+5,172
5488
$45K ﹤0.01%
1,299
5489
$45K ﹤0.01%
+1,750
5490
$44K ﹤0.01%
1,171
-307
5491
– –
0
5492
$44K ﹤0.01%
3,391
-5,516
5493
$44K ﹤0.01%
4,314
+1,842
5494
$44K ﹤0.01%
1,435
5495
$44K ﹤0.01%
3,754
+1,280
5496
$44K ﹤0.01%
+2,186
5497
$44K ﹤0.01%
3,248
-12,108
5498
$44K ﹤0.01%
2,000
5499
$44K ﹤0.01%
3,790
-8,211
5500
$44K ﹤0.01%
730
218 219
220
221 222