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
1701
$15.6M ﹤0.01%
189,585
-143,845
1702
$15.6M ﹤0.01%
463,133
-64,991
1703
$15.6M ﹤0.01%
1,220,833
+741,951
1704
$15.6M ﹤0.01%
1,478,162
+87,700
1705
$15.6M ﹤0.01%
1,054,059
-302,110
1706
$15.6M ﹤0.01%
993,640
+28,181
1707
$15.5M ﹤0.01%
434,299
-59,468
1708
$15.5M ﹤0.01%
1,369,761
+962,792
1709
$15.5M ﹤0.01%
745,190
-3,097
1710
$15.5M ﹤0.01%
320,782
-1,682,689
1711
$15.5M ﹤0.01%
1,905,140
+39,398
1712
$15.5M ﹤0.01%
523,840
+14,928
1713
$15.5M ﹤0.01%
412,608
+6,798
1714
$15.5M ﹤0.01%
546,718
-1,868
1715
$15.4M ﹤0.01%
263,031
+56,457
1716
$15.4M ﹤0.01%
136,143
+57,830
1717
$15.4M ﹤0.01%
269,727
+37,647
1718
$15.4M ﹤0.01%
330,527
+101,375
1719
$15.4M ﹤0.01%
+148,685
1720
$15.4M ﹤0.01%
1,569,058
-142,284
1721
$15.3M ﹤0.01%
321,103
+99,941
1722
$15.3M ﹤0.01%
322,596
+121,166
1723
$15.3M ﹤0.01%
677,260
+24,153
1724
$15.3M ﹤0.01%
900,772
+33,841
1725
$15.3M ﹤0.01%
175,292
+135,221
67 68
69
70 71