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
1226
$28.1M 0.01%
460,224
+29,044
1227
$28.1M 0.01%
809,770
-782,934
1228
$28.1M 0.01%
249,632
+73
1229
$28M 0.01%
419,366
-175,289
1230
$28M 0.01%
157,497
+127,970
1231
$28M 0.01%
1,908,229
+92,102
1232
$28M 0.01%
2,598,008
+660,795
1233
$27.9M 0.01%
1,236,751
+229,073
1234
$27.9M 0.01%
964,502
-293,058
1235
$27.9M 0.01%
358,136
-14,377
1236
$27.8M 0.01%
1,587,295
-2,801,191
1237
$27.8M 0.01%
784,638
-16,269
1238
$27.8M 0.01%
277,006
+78,858
1239
$27.7M 0.01%
1,868,377
-384,626
1240
$27.6M 0.01%
751,088
+39,222
1241
$27.6M 0.01%
187,102
-55,570
1242
$27.6M 0.01%
1,687,962
-333,734
1243
$27.6M 0.01%
285,989
-13,154
1244
$27.5M 0.01%
483,037
-212,794
1245
$27.5M 0.01%
307,735
+136,796
1246
$27.5M 0.01%
1,399,888
+475,819
1247
$27.5M 0.01%
447,410
-8,568
1248
$27.4M 0.01%
105,275
-42,481
1249
$27.4M 0.01%
530,417
+2,797
1250
$27.4M 0.01%
693,498
+71,899
48 49
50
51 52