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
1626
$16.7M ﹤0.01%
160,573
+36,460
1627
$16.7M ﹤0.01%
369,777
+2,986
1628
$16.7M ﹤0.01%
154,336
-7,114
1629
$16.7M ﹤0.01%
223,208
-79,350
1630
$16.7M ﹤0.01%
181,783
+20,324
1631
$16.6M ﹤0.01%
174,962
+150,722
1632
$16.6M ﹤0.01%
124,216
-164,089
1633
$16.6M ﹤0.01%
800,011
+217,545
1634
$16.5M ﹤0.01%
222,500
-14,379
1635
$16.5M ﹤0.01%
391,655
+105
1636
$16.5M ﹤0.01%
95,962
+49,409
1637
$16.5M ﹤0.01%
1,138,282
+19,923
1638
$16.5M ﹤0.01%
227,338
+74,131
1639
$16.5M ﹤0.01%
631,271
+58,996
1640
$16.5M ﹤0.01%
707,266
+612,850
1641
$16.5M ﹤0.01%
+1,803,889
1642
$16.4M ﹤0.01%
683,729
+444,424
1643
$16.4M ﹤0.01%
257,212
+150,036
1644
$16.4M ﹤0.01%
86,769
+25,067
1645
$16.4M ﹤0.01%
410,722
-312,081
1646
$16.3M ﹤0.01%
214,720
-7,792
1647
$16.3M ﹤0.01%
530,276
-71,653
1648
$16.3M ﹤0.01%
352,994
-118,971
1649
$16.3M ﹤0.01%
165,676
-22,745
1650
$16.3M ﹤0.01%
609,892
+426,750