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
1651
$16.3M ﹤0.01%
323,174
+21,634
1652
$16.3M ﹤0.01%
636,406
-95,813
1653
$16.3M ﹤0.01%
524,226
+401,336
1654
$16.3M ﹤0.01%
350,590
+259,065
1655
$16.3M ﹤0.01%
1,657,792
-59,492
1656
$16.3M ﹤0.01%
206,149
+9,188
1657
$16.2M ﹤0.01%
287,955
-20,100
1658
$16.2M ﹤0.01%
229,179
-22,111
1659
$16.2M ﹤0.01%
773,218
+369,794
1660
$16.2M ﹤0.01%
30,374
-24,604
1661
$16.2M ﹤0.01%
1,185,899
+102,348
1662
$16.1M ﹤0.01%
550,742
+28,385
1663
$16.1M ﹤0.01%
61,512
-28,644
1664
$16.1M ﹤0.01%
1,238,533
-148,818
1665
$16.1M ﹤0.01%
194,931
+35,100
1666
$16.1M ﹤0.01%
709,752
+50,338
1667
$16.1M ﹤0.01%
467,177
+43,148
1668
$16.1M ﹤0.01%
190,278
-7,559
1669
$16.1M ﹤0.01%
26,692
-4,222
1670
$16M ﹤0.01%
145,797
+114,464
1671
$16M ﹤0.01%
660,426
+143,976
1672
$16M ﹤0.01%
350,945
+64,985
1673
$16M ﹤0.01%
473,573
+375,267
1674
$16M ﹤0.01%
257,889
-88,454
1675
$15.9M ﹤0.01%
198,312
+26,288
65 66
67
68 69