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
5551
$38K ﹤0.01%
679
-1,148
5552
$38K ﹤0.01%
1,294
-2,119
5553
$37K ﹤0.01%
2,130
-3,855
5554
$37K ﹤0.01%
+2,233
5555
$37K ﹤0.01%
8,210
-79,931
5556
$37K ﹤0.01%
1,283
-414
5557
$37K ﹤0.01%
7,663
-7,670
5558
$37K ﹤0.01%
978
+595
5559
$37K ﹤0.01%
1,498
+203
5560
$37K ﹤0.01%
6,389
+4,301
5561
$37K ﹤0.01%
4,219
-4,518
5562
$37K ﹤0.01%
+1,308
5563
$36K ﹤0.01%
+1,798
5564
$36K ﹤0.01%
1,893
-29,866
5565
$36K ﹤0.01%
2,915
-4,080
5566
$36K ﹤0.01%
1,226
-974
5567
$36K ﹤0.01%
+5
5568
$36K ﹤0.01%
294
-142
5569
$36K ﹤0.01%
7,589
-116,348
5570
$36K ﹤0.01%
303
-124
5571
$35K ﹤0.01%
1,956
+330
5572
$35K ﹤0.01%
4,498
-6
5573
$35K ﹤0.01%
1,065
-2,087
5574
$35K ﹤0.01%
+1,342
5575
$35K ﹤0.01%
11,931
-97
221 222
223
224 225