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
901
$45.6M 0.01%
833,710
+130,408
902
$45.6M 0.01%
2,771,427
+2,079,309
903
$45.5M 0.01%
1,825,318
+192,166
904
$45.4M 0.01%
2,087,319
+53,853
905
$45.4M 0.01%
1,466,229
-8,261
906
$45.4M 0.01%
1,301,119
-124,718
907
$45.3M 0.01%
1,152,306
-296,178
908
$45.3M 0.01%
853,684
+91,599
909
$45.3M 0.01%
613,477
+157,492
910
$45.3M 0.01%
17,956,739
+2,659,787
911
$44.9M 0.01%
889,965
+481,572
912
$44.9M 0.01%
473,994
+235,091
913
$44.9M 0.01%
683,736
-39,304
914
$44.5M 0.01%
1,755,727
-1,092,180
915
$44.4M 0.01%
427,964
+84,338
916
$44.4M 0.01%
1,377,676
-75,929
917
$44.2M 0.01%
1,789,240
-216,339
918
$44.1M 0.01%
1,017,566
-2,493,126
919
$44.1M 0.01%
507,464
+39,728
920
$44M 0.01%
311,640
+71,519
921
$44M 0.01%
774,739
-168,059
922
$43.9M 0.01%
408,790
-117,332
923
$43.8M 0.01%
2,546,000
+886,050
924
$43.7M 0.01%
1,965,399
-634,829
925
$43.7M 0.01%
1,504,416
-90,437
35 36
37
38 39