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
1176
$30.1M 0.01%
3,275,676
+3,056,636
1177
$30.1M 0.01%
635,491
-45,470
1178
$30M 0.01%
1,131,623
+200,037
1179
$30M 0.01%
1,340,511
-92,412
1180
$30M 0.01%
398,737
+109,565
1181
$29.9M 0.01%
2,521,981
-1,222,770
1182
$29.8M 0.01%
2,167,664
+189,860
1183
$29.8M 0.01%
2,175,847
-10,768
1184
$29.8M 0.01%
3,347,497
+184,972
1185
$29.8M 0.01%
1,641,588
+120,329
1186
$29.8M 0.01%
647,225
-4,269
1187
$29.7M 0.01%
513,465
-366,366
1188
$29.7M 0.01%
915,716
+45,366
1189
$29.7M 0.01%
1,502,684
+999,931
1190
$29.6M 0.01%
183,335
+15,548
1191
$29.5M 0.01%
1,187,008
+61,196
1192
$29.5M 0.01%
184,390
-101,837
1193
$29.5M 0.01%
1,871,083
-24,805
1194
$29.5M 0.01%
727,554
+5,094
1195
$29.4M 0.01%
3,337,316
-5,648,473
1196
$29.4M 0.01%
3,097,883
-289,168
1197
$29.4M 0.01%
6,787,696
+3,322,422
1198
$29.4M 0.01%
265,859
+17,423
1199
$29.3M 0.01%
859,417
+2,588
1200
$29.3M 0.01%
802,238
+89,558
46 47
48
49 50