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
1126
$32.3M 0.01%
1,526,050
+387,948
1127
$32.2M 0.01%
1,269,055
+217,727
1128
$32.2M 0.01%
712,758
-87,752
1129
$32.2M 0.01%
2,082,008
-63,513
1130
$32.2M 0.01%
5,325,843
+1,035,842
1131
$32.2M 0.01%
845,183
+11,846
1132
$32.1M 0.01%
703,075
+73,855
1133
$32.1M 0.01%
360,036
-407,991
1134
$32M 0.01%
2,098,022
+829,714
1135
$32M 0.01%
2,343,164
-78,433
1136
$31.9M 0.01%
1,466,674
+7,823
1137
$31.8M 0.01%
387,134
+5,712
1138
$31.8M 0.01%
81,955
+18,369
1139
$31.8M 0.01%
6,340,464
-34,551
1140
$31.8M 0.01%
398,738
+2,502
1141
$31.7M 0.01%
1,932,831
-718,095
1142
$31.5M 0.01%
3,044,953
-229,544
1143
$31.4M 0.01%
729,879
-4,964
1144
$31.3M 0.01%
1,205,973
+133,555
1145
$31.3M 0.01%
572,483
-5,558
1146
$31.2M 0.01%
1,476,798
+10,598
1147
$31.2M 0.01%
1,088,837
-126,375
1148
$31.2M 0.01%
2,645,227
+297,585
1149
$31.1M 0.01%
1,935,450
+1,135,471
1150
$31.1M 0.01%
799,041
-10,774,416
44 45
46
47 48