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
1326
$24.7M 0.01%
192,349
-12,471
1327
$24.5M 0.01%
484,613
+215,343
1328
$24.5M 0.01%
855,886
+581,647
1329
$24.3M 0.01%
2,233,243
+379,758
1330
$24.3M 0.01%
220,833
+13,756
1331
$24.3M 0.01%
1,394,075
+2,839
1332
$24.3M 0.01%
970,650
+75,711
1333
$24.3M 0.01%
2,866,485
+1,115,965
1334
$24.3M 0.01%
4,103,529
+724,307
1335
$24.2M 0.01%
435,031
+10,368
1336
$24.2M 0.01%
1,663,140
-48,741
1337
$24.2M 0.01%
1,671,725
+119,241
1338
$24.2M 0.01%
391,854
-25,681
1339
$24.2M 0.01%
1,355,339
-170,690
1340
$24.1M 0.01%
375,793
+236,013
1341
$24.1M 0.01%
239,634
-35,421
1342
$24M 0.01%
258,022
+221,066
1343
$24M 0.01%
429,268
-45,812
1344
$24M 0.01%
120,383
+9,876
1345
$24M 0.01%
202,151
+108,927
1346
$23.9M 0.01%
2,511,814
-123,860
1347
$23.8M 0.01%
249,354
-26,348
1348
$23.8M 0.01%
1,771,609
+47,009
1349
$23.8M 0.01%
815,456
+436,714
1350
$23.7M 0.01%
245,141
+46,496
52 53
54
55 56