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
951
$41.5M 0.01%
1,625,974
-80,294
952
$41.4M 0.01%
457,826
+374,509
953
$41.1M 0.01%
2,736,819
-57,554
954
$41.1M 0.01%
315,030
-66,488
955
$41M 0.01%
2,665,645
-119,978
956
$40.9M 0.01%
565,183
+397,498
957
$40.8M 0.01%
1,770,479
+178,420
958
$40.8M 0.01%
810,096
-23,778
959
$40.7M 0.01%
5,413,820
+347,945
960
$40.6M 0.01%
643,256
-25,648
961
$40.5M 0.01%
315,987
-15,208
962
$40.4M 0.01%
1,602,715
+153,908
963
$40.4M 0.01%
283,210
+34,451
964
$40.3M 0.01%
2,131,232
+583,948
965
$40.2M 0.01%
1,251,847
+57,016
966
$40.2M 0.01%
79,902
+28,604
967
$40.1M 0.01%
605,870
+294,347
968
$40M 0.01%
2,820,195
+2,208,456
969
$40M 0.01%
720,485
+14,581
970
$40M 0.01%
296,150
-799,332
971
$40M 0.01%
3,925,624
-80,122
972
$39.9M 0.01%
630,017
+68,066
973
$39.8M 0.01%
603,915
+23,275
974
$39.8M 0.01%
1,258,808
-665,622
975
$39.8M 0.01%
627,473
-84,805
37 38
39
40 41