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
6401
$1K ﹤0.01%
400
+200
6402
$1K ﹤0.01%
+2
6403
$1K ﹤0.01%
8
-261
6404
$1K ﹤0.01%
617
-4,875
6405
$1K ﹤0.01%
1,076
6406
$1K ﹤0.01%
61
-21,260
6407
$1K ﹤0.01%
500
6408
$1K ﹤0.01%
100
-257,350
6409
$1K ﹤0.01%
44
+17
6410
$1K ﹤0.01%
71
-2,392
6411
$1K ﹤0.01%
50
+43
6412
$1K ﹤0.01%
200
-18,279
6413
$1K ﹤0.01%
41
-921
6414
$1K ﹤0.01%
271
+35
6415
$1K ﹤0.01%
308
-131,246
6416
$1K ﹤0.01%
2,000
-13,000
6417
$1K ﹤0.01%
94
+93
6418
$1K ﹤0.01%
+49
6419
$1K ﹤0.01%
215
6420
$1K ﹤0.01%
113
+1
6421
$1K ﹤0.01%
1,398
-806
6422
$1K ﹤0.01%
3,000
6423
$1K ﹤0.01%
1,612
-632,467
6424
$1K ﹤0.01%
2,260
-12,632
6425
$1K ﹤0.01%
6,373
-11,997
255 256
257
258 259