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
1051
$35.5M 0.01%
577,803
+52,093
1052
$35.3M 0.01%
1,188,873
+477,495
1053
$35.3M 0.01%
609,155
-63,047
1054
$35.3M 0.01%
645,250
+55,587
1055
$35.3M 0.01%
2,303,479
+494,085
1056
$35.2M 0.01%
729,912
+130,979
1057
$35.2M 0.01%
689,784
-289,447
1058
$35.2M 0.01%
1,145,150
+94,081
1059
$35.1M 0.01%
322,317
-18,428
1060
$35.1M 0.01%
259,967
+1,565
1061
$35M 0.01%
2,045,992
+1,382,694
1062
$35M 0.01%
2,522,517
+186,117
1063
$34.9M 0.01%
267,848
+45,559
1064
$34.9M 0.01%
437,564
-260,261
1065
$34.8M 0.01%
356,742
+31,292
1066
$34.8M 0.01%
322,533
+100,647
1067
$34.8M 0.01%
1,535,677
+29,884
1068
$34.7M 0.01%
711,455
+266,809
1069
$34.7M 0.01%
208,095
-19,271
1070
$34.7M 0.01%
1,020,672
+53,626
1071
$34.6M 0.01%
1,354,965
-72,650
1072
$34.6M 0.01%
1,278,143
-491,090
1073
$34.5M 0.01%
623,350
-258,510
1074
$34.5M 0.01%
1,138,019
+1,005,964
1075
$34.5M 0.01%
597,638
+121,390
41 42
43
44 45