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
1076
$34.5M 0.01%
104,160
+4,425
1077
$34.4M 0.01%
25,054
-1,207
1078
$34.3M 0.01%
1,504,689
-386,615
1079
$34.3M 0.01%
394,129
+267,876
1080
$34.3M 0.01%
714,713
+168,257
1081
$34.3M 0.01%
1,195,747
-7,615
1082
$34.2M 0.01%
667,412
+224,195
1083
$34.2M 0.01%
1,400,238
-345,043
1084
$34.2M 0.01%
275,580
+45,361
1085
$34.2M 0.01%
1,646,073
+106,767
1086
$34.2M 0.01%
1,065,402
+43,233
1087
$34.1M 0.01%
1,535,161
+265,566
1088
$34.1M 0.01%
472,395
-227,189
1089
$34.1M 0.01%
530,105
+72,442
1090
$34.1M 0.01%
702,912
+50,936
1091
$34.1M 0.01%
1,151,773
+1,001,000
1092
$34M 0.01%
80,950
+30,975
1093
$34M 0.01%
1,309,650
+24,891
1094
$34M 0.01%
237,295
-37,751
1095
$33.9M 0.01%
904,652
-29,298
1096
$33.9M 0.01%
372,653
+33,010
1097
$33.7M 0.01%
1,048,846
+290,585
1098
$33.7M 0.01%
1,932,204
-496,116
1099
$33.6M 0.01%
655,575
+376,476
1100
$33.5M 0.01%
202,071
+19,338
42 43
44
45 46