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
1526
$19.1M 0.01%
830,230
+2,956
1527
$19.1M 0.01%
878,363
+839,986
1528
$19M 0.01%
270,804
+22,499
1529
$19M 0.01%
875,523
-178,551
1530
$18.9M 0.01%
8,337,584
+2,511,622
1531
$18.9M 0.01%
1,791,165
+249,663
1532
$18.9M 0.01%
508,846
+56,661
1533
$18.8M 0.01%
110,607
-26,978
1534
$18.8M 0.01%
448,908
+142,692
1535
$18.8M 0.01%
3,663,394
+138,773
1536
$18.8M 0.01%
1,596,984
+67,584
1537
$18.8M 0.01%
507,994
+33,646
1538
$18.7M 0.01%
793,240
+177,773
1539
$18.7M 0.01%
461,971
+224,556
1540
$18.7M 0.01%
1,048,751
+186,498
1541
$18.7M 0.01%
551,769
+223,793
1542
$18.6M ﹤0.01%
1,509,390
+1,490,345
1543
$18.6M ﹤0.01%
846,882
-155,041
1544
$18.5M ﹤0.01%
864,117
+428
1545
$18.5M ﹤0.01%
405,768
+59,039
1546
$18.4M ﹤0.01%
64,697
+5,356
1547
$18.4M ﹤0.01%
58,585
+34,593
1548
$18.3M ﹤0.01%
387,333
+198,708
1549
$18.2M ﹤0.01%
141,243
-223,583
1550
$18.1M ﹤0.01%
710,849
+604,979
60 61
62
63 64