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
976
$39.7M 0.01%
572,918
-1,738,148
977
$39.7M 0.01%
474,854
-34,701
978
$39.6M 0.01%
3,998,687
+557,845
979
$39.6M 0.01%
993,580
-166,501
980
$39.5M 0.01%
790,959
-44,377
981
$39.5M 0.01%
1,517,860
-502,844
982
$39.5M 0.01%
7,199,306
+455,800
983
$39.4M 0.01%
2,350,911
+629,471
984
$39.4M 0.01%
5,578,433
+1,234,717
985
$39.4M 0.01%
836,004
-739,322
986
$39.4M 0.01%
8,288,066
+4,109,217
987
$39.3M 0.01%
2,205,679
-652,376
988
$39.3M 0.01%
2,869,229
-191,083
989
$39.1M 0.01%
46,586
-25,820
990
$39M 0.01%
3,515,778
+388,353
991
$39M 0.01%
2,598,001
-86,259
992
$38.9M 0.01%
3,112,916
-400,820
993
$38.8M 0.01%
1,714,874
+713,268
994
$38.8M 0.01%
610,692
-94,369
995
$38.6M 0.01%
823,038
+205,467
996
$38.6M 0.01%
917,983
-12,791
997
$38.6M 0.01%
1,407,753
-314,016
998
$38.6M 0.01%
801,543
-580,363
999
$38.6M 0.01%
1,827,582
+721,604
1000
$38.4M 0.01%
183,601
+8,039
38 39
40
41 42