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
651
$76.9M 0.02%
742,693
-196,187
652
$76.9M 0.02%
289,736
+40,376
653
$76.6M 0.02%
1,399,331
+163,155
654
$76.5M 0.02%
1,430,110
-220,980
655
$76.3M 0.02%
5,092,556
+3,035,825
656
$76.2M 0.02%
666,396
+126,780
657
$76.1M 0.02%
1,357,273
+193,116
658
$76.1M 0.02%
3,577,670
+58,913
659
$76M 0.02%
1,278,112
+88,756
660
$76M 0.02%
1,643,468
-173,542
661
$75.3M 0.02%
921,887
+83,986
662
$75.3M 0.02%
868,773
+19,334
663
$75.3M 0.02%
2,445,741
+820,262
664
$75.2M 0.02%
1,269,119
+200,396
665
$75.2M 0.02%
336,975
+241,936
666
$75.2M 0.02%
1,518,023
+226,215
667
$75.1M 0.02%
1,273,680
-1,625
668
$75M 0.02%
2,113,686
-1,205,727
669
$74.8M 0.02%
2,248,484
-327,117
670
$74.6M 0.02%
19,222,953
+2,640,448
671
$74.3M 0.02%
4,351,258
-328,113
672
$74.2M 0.02%
1,902,722
+174,902
673
$74.2M 0.02%
1,543,052
+355,964
674
$74M 0.02%
1,325,516
+636,282
675
$73.9M 0.02%
1,587,159
-141,605
25 26
27
28 29