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
5651
– –
0
5652
$28K ﹤0.01%
1,704
-1,704
5653
$28K ﹤0.01%
8,400
5654
$28K ﹤0.01%
4,476
-8,215
5655
$28K ﹤0.01%
11,259
+1,630
5656
$28K ﹤0.01%
757
+48
5657
$28K ﹤0.01%
14,635
+10,012
5658
$27K ﹤0.01%
3,500
5659
$27K ﹤0.01%
2,213
+425
5660
$27K ﹤0.01%
+275
5661
$27K ﹤0.01%
466
-12
5662
$27K ﹤0.01%
1,136
-1,068
5663
$27K ﹤0.01%
2,309
+199
5664
$27K ﹤0.01%
4,389
+1,655
5665
$27K ﹤0.01%
6,863
-11,230
5666
$27K ﹤0.01%
1,043
5667
$27K ﹤0.01%
2,782
-2,836
5668
$26K ﹤0.01%
+1,133
5669
$26K ﹤0.01%
4,611
+896
5670
$26K ﹤0.01%
2,770
-1,290
5671
$26K ﹤0.01%
4,677
-8,561
5672
$26K ﹤0.01%
877
5673
$26K ﹤0.01%
762
5674
$26K ﹤0.01%
1,171
-1,655
5675
$26K ﹤0.01%
10,205
-24,711
225 226
227
228 229