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
576
$93.9M 0.03%
3,727,121
+186,455
577
$93.7M 0.02%
1,964,246
+656,131
578
$93.5M 0.02%
1,358,547
-63,545
579
$93.1M 0.02%
1,542,974
-49,351
580
$93M 0.02%
4,546,892
+114,161
581
$91.9M 0.02%
1,101,994
-87,878
582
$91.7M 0.02%
2,377,246
+1,303,955
583
$91.4M 0.02%
3,140,119
-133,261
584
$91.2M 0.02%
3,569,461
-418,857
585
$91M 0.02%
13,631,793
+4,173,610
586
$90.9M 0.02%
1,389,347
-5,126,923
587
$90.4M 0.02%
981,334
-37,363
588
$89.8M 0.02%
1,821,008
+82,217
589
$89.7M 0.02%
1,330,299
-97,377
590
$89.4M 0.02%
933,757
+43,022
591
$88.9M 0.02%
3,547,366
-20,302
592
$88.7M 0.02%
514,627
+81,380
593
$88.7M 0.02%
3,698,064
-620,600
594
$88M 0.02%
1,899,080
-1,472,926
595
$87.4M 0.02%
1,441,080
+50,166
596
$87.1M 0.02%
3,342,278
+194,523
597
$86.8M 0.02%
4,332,576
+816,202
598
$86.6M 0.02%
2,708,782
+979,916
599
$86.3M 0.02%
1,683,411
+142,213
600
$86.2M 0.02%
611,191
+148,840
22 23
24
25 26