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
1476
$20.1M 0.01%
2,004,858
+104,162
1477
$20.1M 0.01%
440,547
-21,495
1478
$20.1M 0.01%
785,835
+240,676
1479
$20.1M 0.01%
1,926,080
+369,348
1480
$20.1M 0.01%
238,516
+144,116
1481
$20.1M 0.01%
1,427,664
-39,583
1482
$20.1M 0.01%
1,870,870
+40,373
1483
$20M 0.01%
982,895
-77,756
1484
$20M 0.01%
2,468,036
-39,766
1485
$20M 0.01%
210,400
-1,034
1486
$20M 0.01%
424,812
-1,023,764
1487
$19.9M 0.01%
275,292
+110,365
1488
$19.9M 0.01%
182,620
+43,455
1489
$19.9M 0.01%
318,796
-29,912
1490
$19.9M 0.01%
513,927
-156,060
1491
$19.9M 0.01%
123,343
+48,273
1492
$19.8M 0.01%
445,038
+141,005
1493
$19.7M 0.01%
8,153,201
+529,787
1494
$19.7M 0.01%
605,907
+448,209
1495
$19.7M 0.01%
198,389
-141,419
1496
$19.7M 0.01%
330,232
+198,936
1497
$19.7M 0.01%
637,629
-735,205
1498
$19.6M 0.01%
899,998
+185,819
1499
$19.6M 0.01%
1,888,496
+6,008
1500
$19.6M 0.01%
137,093
+19,501
58 59
60
61 62