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
1426
$21.4M 0.01%
775,086
+179,101
1427
$21.4M 0.01%
988,673
+272,881
1428
$21.4M 0.01%
494,280
+304,480
1429
$21.4M 0.01%
293,442
-54,236
1430
$21.3M 0.01%
334,137
+249,601
1431
$21.2M 0.01%
1,194,110
-414,560
1432
$21.2M 0.01%
348,770
+1,816
1433
$21.1M 0.01%
858,510
+67,056
1434
$21.1M 0.01%
541,694
+357,531
1435
$21.1M 0.01%
4,798,742
+1,811,478
1436
$21.1M 0.01%
388,455
+142,646
1437
$21.1M 0.01%
2,268,748
+101,969
1438
$21.1M 0.01%
392,724
+27,905
1439
$21M 0.01%
775,468
+117,530
1440
$21M 0.01%
359,112
+162,208
1441
$21M 0.01%
849,732
-1,027,953
1442
$21M 0.01%
543,326
-44,278
1443
$21M 0.01%
487,314
-36,705
1444
$21M 0.01%
921,845
+505,998
1445
$20.9M 0.01%
607,457
+66,549
1446
$20.9M 0.01%
538,750
-22,467
1447
$20.9M 0.01%
1,129,969
+53,223
1448
$20.9M 0.01%
84,520
+14,381
1449
$20.9M 0.01%
766,002
-293,352
1450
$20.8M 0.01%
581,468
+25,475
56 57
58
59 60