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
1026
$37.3M 0.01%
879,470
-115,169
1027
$37.2M 0.01%
849,435
+14,186
1028
$37.2M 0.01%
1,269,435
+544,790
1029
$37.1M 0.01%
178,529
+125,992
1030
$37.1M 0.01%
2,313,256
-14,748
1031
$37M 0.01%
1,604,307
-19,323
1032
$37M 0.01%
1,177,094
-49,899
1033
$37M 0.01%
478,924
+36,788
1034
$36.9M 0.01%
599,605
-30,616
1035
$36.8M 0.01%
54,955
-6,257
1036
$36.7M 0.01%
483,186
-27,923
1037
$36.6M 0.01%
1,376,219
+682,982
1038
$36.6M 0.01%
552,907
+301,252
1039
$36.5M 0.01%
986,672
+433,799
1040
$36.5M 0.01%
445,172
-79,248
1041
$36.4M 0.01%
1,730,184
-256,056
1042
$36.4M 0.01%
611,730
+279,523
1043
$36.3M 0.01%
1,531,751
+164,427
1044
$36.3M 0.01%
590,103
+40,000
1045
$36.3M 0.01%
2,085,584
+309,922
1046
$36M 0.01%
897,852
+76,482
1047
$35.9M 0.01%
409,913
-92,382
1048
$35.8M 0.01%
353,498
-4,857
1049
$35.7M 0.01%
1,027,637
+89,699
1050
$35.5M 0.01%
475,411
-3,389,164
40 41
42
43 44