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
1201
$29.2M 0.01%
295,880
+3,052
1202
$29.1M 0.01%
1,271,475
+190,135
1203
$29.1M 0.01%
477,408
-25,556
1204
$29M 0.01%
282,628
-8,602
1205
$29M 0.01%
704,139
-931,191
1206
$29M 0.01%
3,236,222
-1,713,849
1207
$28.9M 0.01%
1,840,020
+556,240
1208
$28.8M 0.01%
295,061
+60,344
1209
$28.8M 0.01%
750,970
+128,722
1210
$28.8M 0.01%
1,122,448
-759,730
1211
$28.7M 0.01%
826,040
+365,122
1212
$28.7M 0.01%
1,811,157
+7,839
1213
$28.7M 0.01%
822,720
-33,527
1214
$28.6M 0.01%
469,187
+698
1215
$28.5M 0.01%
2,345,197
+956,002
1216
$28.5M 0.01%
1,503,384
+530,635
1217
$28.4M 0.01%
4,362,303
+27,594
1218
$28.4M 0.01%
1,095,479
-283,060
1219
$28.3M 0.01%
1,342,002
-335,833
1220
$28.3M 0.01%
189,770
+96,409
1221
$28.3M 0.01%
606,907
-78,090
1222
$28.2M 0.01%
716,852
+2,695
1223
$28.2M 0.01%
1,157,642
+865,866
1224
$28.2M 0.01%
565,951
+18,489
1225
$28.1M 0.01%
1,127,270
-640,794
47 48
49
50 51