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
5701
$24K ﹤0.01%
170
-721
5702
$24K ﹤0.01%
2
+1
5703
$24K ﹤0.01%
11
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5704
$24K ﹤0.01%
15,261
-7,750
5705
$24K ﹤0.01%
9,408
-36,922
5706
$24K ﹤0.01%
1,158
5707
$23K ﹤0.01%
1,369
+120
5708
$23K ﹤0.01%
652
-10,256
5709
$23K ﹤0.01%
2,353
+43
5710
$23K ﹤0.01%
1,181
-426
5711
$23K ﹤0.01%
785
+669
5712
$23K ﹤0.01%
1,501
+1,500
5713
$23K ﹤0.01%
135
5714
$23K ﹤0.01%
703
5715
$23K ﹤0.01%
833
-6
5716
$23K ﹤0.01%
8,653
-8,365
5717
$23K ﹤0.01%
154
-7
5718
$23K ﹤0.01%
930
-1,171
5719
$23K ﹤0.01%
1,439
-1,796
5720
$23K ﹤0.01%
13,127
-35,437
5721
$23K ﹤0.01%
10,121
+8,597
5722
$22K ﹤0.01%
3,145
-783
5723
$22K ﹤0.01%
280
-19,875
5724
$22K ﹤0.01%
1,994
+27
5725
$22K ﹤0.01%
1,381
-450
227 228
229
230 231