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
1501
$19.6M 0.01%
662,443
-290,286
1502
$19.6M 0.01%
617,400
-21,345
1503
$19.6M 0.01%
294,319
-28,453
1504
$19.6M 0.01%
3,273,536
+66,000
1505
$19.6M 0.01%
1,508,832
+87,867
1506
$19.5M 0.01%
168,989
-81,653
1507
$19.5M 0.01%
1,061,234
+104,118
1508
$19.5M 0.01%
11,737
-11,357
1509
$19.5M 0.01%
770,785
+8,923
1510
$19.5M 0.01%
484,771
+10,371
1511
$19.5M 0.01%
349,574
+51,496
1512
$19.5M 0.01%
226,206
+155,049
1513
$19.4M 0.01%
500,662
+42,475
1514
$19.4M 0.01%
266,325
-488,188
1515
$19.4M 0.01%
2,064,863
-160,273
1516
$19.3M 0.01%
221,643
+148,804
1517
$19.3M 0.01%
780,114
+3,885
1518
$19.3M 0.01%
370,122
+201,095
1519
$19.3M 0.01%
1,203,950
+34,551
1520
$19.2M 0.01%
89,427
-127,596
1521
$19.2M 0.01%
1,842,869
-328,939
1522
$19.2M 0.01%
941,413
+205,421
1523
$19.2M 0.01%
1,057,144
+95,429
1524
$19.2M 0.01%
28,121
-6,514
1525
$19.1M 0.01%
552,138
+350,254
59 60
61
62 63