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
5926
$11K ﹤0.01%
+360
5927
$11K ﹤0.01%
530
-1,969
5928
$11K ﹤0.01%
675
-106
5929
$11K ﹤0.01%
1,216
-2,254
5930
$11K ﹤0.01%
6,130
5931
$11K ﹤0.01%
13,242
+944
5932
$11K ﹤0.01%
1,056
+196
5933
$11K ﹤0.01%
1,065
+129
5934
$10K ﹤0.01%
720
-667
5935
$10K ﹤0.01%
116
5936
$10K ﹤0.01%
419
-860
5937
$10K ﹤0.01%
369
5938
$10K ﹤0.01%
1,525
+1,038
5939
$10K ﹤0.01%
264
-999
5940
$10K ﹤0.01%
600
-2
5941
$10K ﹤0.01%
362
5942
$10K ﹤0.01%
958
+594
5943
$10K ﹤0.01%
566
-1
5944
$10K ﹤0.01%
3,053
+3,000
5945
$10K ﹤0.01%
+500
5946
$10K ﹤0.01%
+900
5947
$10K ﹤0.01%
1,040
5948
$10K ﹤0.01%
+207
5949
$10K ﹤0.01%
211
+92
5950
$10K ﹤0.01%
3,719
236 237
238
239 240