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
1401
$22.1M 0.01%
571,595
+251,749
1402
$22M 0.01%
774,595
-214,166
1403
$22M 0.01%
567,193
+193,203
1404
$21.9M 0.01%
832,331
+262,632
1405
$21.9M 0.01%
474,488
+97,922
1406
$21.9M 0.01%
361,008
+132,691
1407
$21.9M 0.01%
11,274,027
+5,586,984
1408
$21.8M 0.01%
222,623
+3,578
1409
$21.8M 0.01%
682,675
-380,737
1410
$21.8M 0.01%
5,300,146
+1,657,813
1411
$21.8M 0.01%
45,129
-3,999
1412
$21.8M 0.01%
789,894
+87,318
1413
$21.7M 0.01%
789,097
-277,102
1414
$21.7M 0.01%
1,918,413
+59,005
1415
$21.7M 0.01%
152,617
-31,620
1416
$21.6M 0.01%
752,838
+504,331
1417
$21.6M 0.01%
897,769
-7,725
1418
$21.6M 0.01%
1,107,898
+193,527
1419
$21.6M 0.01%
1,519,953
-1,378,026
1420
$21.6M 0.01%
335,870
-51,132
1421
$21.6M 0.01%
580,256
+2,483
1422
$21.5M 0.01%
2,975,296
+2,446,262
1423
$21.5M 0.01%
995,435
-1,221
1424
$21.5M 0.01%
405,372
-88,118
1425
$21.5M 0.01%
326,024
+178,280
55 56
57
58 59