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
5501
$44K ﹤0.01%
5,932
+2,412
5502
$44K ﹤0.01%
41,886
+30
5503
$43K ﹤0.01%
4,147
+819
5504
$43K ﹤0.01%
13,633
+3,306
5505
$43K ﹤0.01%
1,148
-894
5506
$43K ﹤0.01%
10,185
-2,080
5507
$43K ﹤0.01%
1,421
-4,863
5508
$43K ﹤0.01%
+2,300
5509
$43K ﹤0.01%
1,546
+440
5510
$42K ﹤0.01%
742
-2,112
5511
$42K ﹤0.01%
1,981
-7,863
5512
$42K ﹤0.01%
7,307
-22,138
5513
$42K ﹤0.01%
15,853
-177,115
5514
$42K ﹤0.01%
6,840
-2,600
5515
$42K ﹤0.01%
+5,659
5516
$42K ﹤0.01%
11,343
+8,732
5517
$42K ﹤0.01%
4,282
-1,232
5518
$41K ﹤0.01%
13,924
-295,536
5519
$41K ﹤0.01%
1,409
+112
5520
$41K ﹤0.01%
1,540
-200
5521
$41K ﹤0.01%
816
-267
5522
$41K ﹤0.01%
1,823
-5,345
5523
$41K ﹤0.01%
4,285
-5,223
5524
$41K ﹤0.01%
1,316
-2,244
5525
$41K ﹤0.01%
11,450
-650
219 220
221
222 223