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
1451
$20.8M 0.01%
2,544,907
-29,369
1452
$20.8M 0.01%
299,439
+161,257
1453
$20.8M 0.01%
948,658
-254,669
1454
$20.8M 0.01%
834,948
-177,970
1455
$20.8M 0.01%
579,727
+27,521
1456
$20.7M 0.01%
2,920,754
-2,215,326
1457
$20.7M 0.01%
917,754
-38,544
1458
$20.7M 0.01%
868,103
-57,292
1459
$20.7M 0.01%
623,809
+22,328
1460
$20.6M 0.01%
1,742,753
+186,042
1461
$20.5M 0.01%
394,464
+55,868
1462
$20.5M 0.01%
660,089
-2,149
1463
$20.5M 0.01%
708,661
-42,201
1464
$20.5M 0.01%
502,286
-27,156
1465
$20.5M 0.01%
941,308
-205,363
1466
$20.5M 0.01%
410,250
-786,712
1467
$20.4M 0.01%
294,896
-66,415
1468
$20.4M 0.01%
244,355
-25,430
1469
$20.4M 0.01%
837,562
-252,944
1470
$20.4M 0.01%
665,065
-117,986
1471
$20.4M 0.01%
+525,085
1472
$20.2M 0.01%
696,940
+122,628
1473
$20.2M 0.01%
201,850
+92,729
1474
$20.2M 0.01%
277,918
+76,958
1475
$20.2M 0.01%
+1,754,097
57 58
59
60 61