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
5676
$26K ﹤0.01%
3,250
-2,337
5677
$26K ﹤0.01%
+6,614
5678
$26K ﹤0.01%
+1,154
5679
$26K ﹤0.01%
1,691
-2,389
5680
$25K ﹤0.01%
7,374
-12,164
5681
$25K ﹤0.01%
207
5682
– –
0
5683
$25K ﹤0.01%
2,581
-2,586
5684
$25K ﹤0.01%
+114
5685
$25K ﹤0.01%
942
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5686
$25K ﹤0.01%
2,459
-1,474
5687
$25K ﹤0.01%
5,135
+3,468
5688
$25K ﹤0.01%
1,100
-1,136
5689
$25K ﹤0.01%
905
-134
5690
$25K ﹤0.01%
111,598
+104,723
5691
$25K ﹤0.01%
1,490
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5692
$25K ﹤0.01%
500
5693
$25K ﹤0.01%
1,372
-943
5694
$24K ﹤0.01%
1,226
-720
5695
$24K ﹤0.01%
381
+120
5696
$24K ﹤0.01%
2,122
-2,966
5697
$24K ﹤0.01%
403
+200
5698
$24K ﹤0.01%
764
-1,111
5699
$24K ﹤0.01%
1,097
-1,005
5700
$24K ﹤0.01%
2,360
-1,186
226 227
228
229 230