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
151
$543M 0.14%
10,779,935
+1,370,900
152
$540M 0.14%
10,963,714
-935,884
153
$540M 0.14%
10,585,446
-139,180
154
$536M 0.14%
7,385,530
-4,159,299
155
$527M 0.14%
8,277,104
+638,855
156
$514M 0.14%
5,090,928
+341,743
157
$512M 0.14%
2,973,816
+34,529
158
$505M 0.13%
9,455,396
-1,034,734
159
$502M 0.13%
4,970,572
+50,649
160
$468M 0.12%
9,485,660
+9,407,691
161
$462M 0.12%
6,726,086
-1,391,690
162
$462M 0.12%
16,054,660
-3,203,950
163
$459M 0.12%
12,256,196
-6,793,768
164
$458M 0.12%
6,424,312
-273,442
165
$457M 0.12%
11,664,945
-1,651,340
166
$455M 0.12%
6,993,228
+459,622
167
$453M 0.12%
23,346,107
+2,059,611
168
$453M 0.12%
3,797,251
+696,066
169
$448M 0.12%
10,935,462
+736,288
170
$448M 0.12%
19,650,420
+15,955,290
171
$447M 0.12%
1,560,866
-182,446
172
$440M 0.12%
13,019,824
+2,034,373
173
$439M 0.12%
5,024,328
+203,551
174
$438M 0.12%
23,462,560
+9,186,112
175
$437M 0.12%
5,981,868
+556,109
5 6
7
8 9