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
1251
$27.3M 0.01%
1,023,019
+737,996
1252
$27.3M 0.01%
748,401
-423,869
1253
$27.3M 0.01%
10,712,835
+8,208,374
1254
$27.2M 0.01%
1,817,793
+1,633,949
1255
$27.2M 0.01%
906,865
+154,947
1256
$27.2M 0.01%
496,119
+143,295
1257
$27.2M 0.01%
3,332,719
+73,053
1258
$27.1M 0.01%
3,555,737
+2,137,738
1259
$27M 0.01%
947,547
-514,136
1260
$27M 0.01%
1,318,978
+52,687
1261
$27M 0.01%
333,986
+297,520
1262
$26.8M 0.01%
19,592
+341
1263
$26.8M 0.01%
3,237,378
-439,306
1264
$26.8M 0.01%
562,964
+207,143
1265
$26.8M 0.01%
1,911,013
+656,777
1266
$26.5M 0.01%
306,665
+243,199
1267
$26.5M 0.01%
743,943
+9,253
1268
$26.5M 0.01%
2,985,392
+10,537
1269
$26.4M 0.01%
752,516
-200,233
1270
$26.4M 0.01%
1,331,645
+104,704
1271
$26.4M 0.01%
399,982
+272,065
1272
$26.3M 0.01%
1,255,040
-143,820
1273
$26.3M 0.01%
1,239,208
+289,113
1274
$26.3M 0.01%
553,985
+12,420
1275
$26.3M 0.01%
1,231,767
-266,717
49 50
51
52 53