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
826
$51.9M 0.01%
2,267,403
+1,008,652
827
$51.8M 0.01%
424,461
-20,145
828
$51.8M 0.01%
1,794,063
+160,913
829
$51.7M 0.01%
6,061,334
+5,586,167
830
$51.7M 0.01%
849,761
+17,698
831
$51.6M 0.01%
+581,326
832
$51.5M 0.01%
572,052
-593,264
833
$51.5M 0.01%
9,158,138
+374,081
834
$51.4M 0.01%
2,580,473
-326,958
835
$51.4M 0.01%
847,730
+35,497
836
$51.3M 0.01%
1,245,324
+374,263
837
$51.2M 0.01%
794,696
+83,979
838
$51.1M 0.01%
633,317
+189,509
839
$51.1M 0.01%
1,027,596
-265,730
840
$51M 0.01%
1,899,418
-173,779
841
$50.9M 0.01%
3,112,196
-22,235
842
$50.9M 0.01%
158,488
+50,869
843
$50.9M 0.01%
1,461,145
+921,672
844
$50.8M 0.01%
781,809
-32,781
845
$50.7M 0.01%
3,302,410
-617,675
846
$50.6M 0.01%
1,695,390
+536,490
847
$50.5M 0.01%
2,654,577
+1,540,587
848
$50.5M 0.01%
1,687,080
-322,692
849
$50.4M 0.01%
1,597,450
+51,948
850
$50.4M 0.01%
3,902,979
+527,447
32 33
34
35 36