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
1351
$23.7M 0.01%
443,588
-926,626
1352
$23.7M 0.01%
3,062,932
+166,270
1353
$23.7M 0.01%
948,787
+4,333
1354
$23.7M 0.01%
762,064
+124,876
1355
$23.7M 0.01%
609,641
+98,540
1356
$23.6M 0.01%
172,551
+80,749
1357
$23.6M 0.01%
297,254
+773
1358
$23.6M 0.01%
197,388
+137,089
1359
$23.5M 0.01%
694,889
+80,250
1360
$23.5M 0.01%
244,676
-27,381
1361
$23.4M 0.01%
333,254
+149,860
1362
$23.4M 0.01%
574,927
+386,085
1363
$23.4M 0.01%
810,293
-373,500
1364
$23.4M 0.01%
391,073
-180,220
1365
$23.4M 0.01%
938,021
+250,782
1366
$23.3M 0.01%
983,403
-26,314
1367
$23.2M 0.01%
504,936
-132,362
1368
$23.2M 0.01%
1,163,065
+1,021,673
1369
$23.2M 0.01%
4,246,665
+1,871,226
1370
$23.1M 0.01%
2,436,475
+1,001,417
1371
$23.1M 0.01%
937,037
+216,727
1372
$23M 0.01%
710,428
+487,655
1373
$23M 0.01%
112,312
+37,718
1374
$23M 0.01%
165,088
+49,195
1375
$23M 0.01%
180,752
+93,081
53 54
55
56 57