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
1676
$15.9M ﹤0.01%
748,586
+67,696
1677
$15.9M ﹤0.01%
344,725
-330,039
1678
$15.9M ﹤0.01%
196,724
+17,339
1679
$15.9M ﹤0.01%
4,088,828
+1,659,482
1680
$15.9M ﹤0.01%
310,324
-151,046
1681
$15.8M ﹤0.01%
1,978,559
+1,924,126
1682
$15.8M ﹤0.01%
1,901,961
+765,748
1683
$15.8M ﹤0.01%
487,140
-736,464
1684
$15.8M ﹤0.01%
297,154
+108,237
1685
$15.8M ﹤0.01%
922,815
-1,012,092
1686
$15.8M ﹤0.01%
1,304,489
-208,469
1687
$15.8M ﹤0.01%
407,644
+290,626
1688
$15.8M ﹤0.01%
1,677,803
+9,870
1689
$15.8M ﹤0.01%
559,612
-3,043
1690
$15.7M ﹤0.01%
1,023,696
+186,163
1691
$15.7M ﹤0.01%
1,202,276
+1,201,860
1692
$15.7M ﹤0.01%
436,061
+83,027
1693
$15.7M ﹤0.01%
193,123
-34,211
1694
$15.7M ﹤0.01%
754,141
+276,626
1695
$15.7M ﹤0.01%
315,218
-5,453
1696
$15.7M ﹤0.01%
400,386
-22,411
1697
$15.7M ﹤0.01%
921,522
-83,671
1698
$15.7M ﹤0.01%
135,406
-25,687
1699
$15.7M ﹤0.01%
222,289
-12,320
1700
$15.6M ﹤0.01%
314,397
+22,107
66 67
68
69 70