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
1576
$17.6M ﹤0.01%
347,137
+1,871
1577
$17.6M ﹤0.01%
145,238
+129,651
1578
$17.6M ﹤0.01%
123,687
-51,503
1579
$17.6M ﹤0.01%
579,162
-177,473
1580
$17.6M ﹤0.01%
1,646,046
+196,850
1581
$17.5M ﹤0.01%
839,435
+68,909
1582
$17.5M ﹤0.01%
46,863
+2,546
1583
$17.5M ﹤0.01%
250,720
+86,838
1584
$17.5M ﹤0.01%
310,484
+94,620
1585
$17.5M ﹤0.01%
419,077
-687,504
1586
$17.4M ﹤0.01%
1,564,554
+553,851
1587
$17.4M ﹤0.01%
318,799
+18,841
1588
$17.4M ﹤0.01%
1,347,192
+331,065
1589
$17.4M ﹤0.01%
94,877
+13,104
1590
$17.4M ﹤0.01%
330,981
+2,565
1591
$17.4M ﹤0.01%
705,934
+138,617
1592
$17.4M ﹤0.01%
236,041
-83,845
1593
$17.3M ﹤0.01%
812,439
+250,843
1594
$17.3M ﹤0.01%
319,671
-127,844
1595
$17.3M ﹤0.01%
2,690,983
+752,984
1596
$17.2M ﹤0.01%
1,443,678
-32,189
1597
$17.2M ﹤0.01%
359,051
-820,566
1598
$17.2M ﹤0.01%
333,341
+259,539
1599
$17.2M ﹤0.01%
350,170
-26,937
1600
$17.2M ﹤0.01%
872,945
+46,001
62 63
64
65 66