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
6126
$5K ﹤0.01%
138
-486
6127
$5K ﹤0.01%
218
6128
$5K ﹤0.01%
905
+311
6129
$5K ﹤0.01%
2,161
-6,055
6130
$5K ﹤0.01%
500
6131
$5K ﹤0.01%
318
-1,433
6132
$5K ﹤0.01%
155
-870
6133
$5K ﹤0.01%
+473
6134
$5K ﹤0.01%
2,000
+500
6135
$5K ﹤0.01%
156
-1,471
6136
$5K ﹤0.01%
1,055
-2
6137
$5K ﹤0.01%
+115
6138
-1
6139
$5K ﹤0.01%
405
-4,303
6140
$5K ﹤0.01%
2,621
-196
6141
$5K ﹤0.01%
212
6142
$5K ﹤0.01%
+2,004
6143
$5K ﹤0.01%
200
6144
$5K ﹤0.01%
9,120
+2,300
6145
$5K ﹤0.01%
21,189
-110,168
6146
$5K ﹤0.01%
90
+7
6147
$5K ﹤0.01%
7,850
-15
6148
$5K ﹤0.01%
1,216
-5,648
6149
$5K ﹤0.01%
328
6150
$5K ﹤0.01%
49
-145