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
1276
$26.3M 0.01%
959,839
+583,270
1277
$26.3M 0.01%
1,700,322
-113,140
1278
$26.3M 0.01%
329,330
+7,702
1279
$26.3M 0.01%
1,176,592
+892,644
1280
$26.2M 0.01%
531,600
+63,158
1281
$26.2M 0.01%
1,455,919
+127,394
1282
$26.1M 0.01%
247,409
+10,732
1283
$26.1M 0.01%
4,713,412
+1,048,301
1284
$26.1M 0.01%
2,318,139
-68,303
1285
$26M 0.01%
1,118,982
+429,779
1286
$26M 0.01%
790,316
-14,650
1287
$26M 0.01%
251,764
+84,214
1288
$25.9M 0.01%
1,018,438
+250,320
1289
$25.9M 0.01%
182,741
+39,716
1290
$25.9M 0.01%
796,903
+387,368
1291
$25.9M 0.01%
371,139
-591,720
1292
$25.9M 0.01%
1,113,304
+2,919
1293
$25.8M 0.01%
1,536,788
-2,559,154
1294
$25.7M 0.01%
1,454,409
+163,572
1295
$25.7M 0.01%
679,986
+18,461
1296
$25.7M 0.01%
1,332,283
+1,235,862
1297
$25.7M 0.01%
315,271
-10,620
1298
$25.6M 0.01%
598,104
+161,028
1299
$25.6M 0.01%
230,634
+35,194
1300
$25.5M 0.01%
980,737
+14,975
50 51
52
53 54