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
1376
$22.9M 0.01%
+793,647
1377
$22.9M 0.01%
279,484
-68,362
1378
$22.8M 0.01%
3,044,429
-157,339
1379
$22.8M 0.01%
344,170
-43,868
1380
$22.8M 0.01%
719,116
+165,218
1381
$22.7M 0.01%
234,238
+30,689
1382
$22.7M 0.01%
464,825
-8,815
1383
$22.6M 0.01%
495,757
+302,006
1384
$22.6M 0.01%
194,452
+113,444
1385
$22.6M 0.01%
293,357
+162,690
1386
$22.5M 0.01%
107,578
-69,802
1387
$22.5M 0.01%
478,921
+5,506
1388
$22.5M 0.01%
224,430
+6,557
1389
$22.5M 0.01%
704,804
-35,966
1390
$22.4M 0.01%
332,051
+543
1391
$22.3M 0.01%
1,055,691
+254,940
1392
$22.3M 0.01%
1,823,368
+181,179
1393
$22.2M 0.01%
6,600
-1,198
1394
$22.2M 0.01%
296,698
+65,055
1395
$22.2M 0.01%
989,977
-1,769
1396
$22.1M 0.01%
892,747
+12,545
1397
$22.1M 0.01%
267,012
+254,679
1398
$22.1M 0.01%
545,933
-8,199
1399
$22.1M 0.01%
581,049
+481,456
1400
$22.1M 0.01%
1,887,534
-285,168
54 55
56
57 58