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
1101
$33.4M 0.01%
862,423
-2,532
1102
$33.4M 0.01%
2,166,468
-1,017,016
1103
$33.4M 0.01%
354,838
-101,920
1104
$33.3M 0.01%
745,483
+116,687
1105
$33.2M 0.01%
176,739
+10,251
1106
$33.2M 0.01%
965,446
-177,868
1107
$33.2M 0.01%
4,604,959
+3,701,606
1108
$33.2M 0.01%
731,986
+235,283
1109
$33.1M 0.01%
2,104,606
-345,842
1110
$33M 0.01%
1,409,160
+522,612
1111
$32.9M 0.01%
904,409
-138,517
1112
$32.8M 0.01%
908,853
-24,707
1113
$32.8M 0.01%
1,855,560
+72,021
1114
$32.8M 0.01%
3,054,609
-306,505
1115
$32.7M 0.01%
759,202
+398,056
1116
$32.7M 0.01%
1,142,724
+357,687
1117
$32.7M 0.01%
618,075
+61,168
1118
$32.6M 0.01%
591,899
-25,947
1119
$32.6M 0.01%
7,537,068
-188,372
1120
$32.5M 0.01%
1,624,995
-39,419
1121
$32.5M 0.01%
190,480
+34,202
1122
$32.5M 0.01%
587,105
+103,235
1123
$32.4M 0.01%
519,044
+285,912
1124
$32.4M 0.01%
142,975
-73,487
1125
$32.3M 0.01%
498,085
+22,793
43 44
45
46 47