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
1601
$17.1M ﹤0.01%
592,247
-68,101
1602
$17.1M ﹤0.01%
2,015,510
+118,855
1603
$17.1M ﹤0.01%
1,337,713
+27,559
1604
$17.1M ﹤0.01%
17,781,978
+4,374,584
1605
$17.1M ﹤0.01%
1,730,249
+2,756
1606
$17.1M ﹤0.01%
1,787,585
+130,633
1607
$17M ﹤0.01%
1,798,477
+61,964
1608
$17M ﹤0.01%
1,066,090
-97,766
1609
$17M ﹤0.01%
309,787
+26,742
1610
$17M ﹤0.01%
5,960,860
+2,761,876
1611
$17M ﹤0.01%
514,260
+45,795
1612
$16.9M ﹤0.01%
2,269,672
+540,553
1613
$16.9M ﹤0.01%
377,660
+298,585
1614
$16.9M ﹤0.01%
2,899,783
+190,923
1615
$16.9M ﹤0.01%
106,070
+67,218
1616
$16.9M ﹤0.01%
527,967
+114,684
1617
$16.9M ﹤0.01%
413,979
+384,816
1618
$16.8M ﹤0.01%
282,201
+11,742
1619
$16.8M ﹤0.01%
1,101,028
+97,811
1620
$16.8M ﹤0.01%
145,681
-33,898
1621
$16.8M ﹤0.01%
532,758
-43,277
1622
$16.8M ﹤0.01%
616,056
-1,605,664
1623
$16.8M ﹤0.01%
136,012
+2,650
1624
$16.8M ﹤0.01%
1,266,365
-13,415
1625
$16.7M ﹤0.01%
140,243
+26,225
63 64
65
66 67