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
1751
$14.8M ﹤0.01%
877,433
+249,229
1752
$14.8M ﹤0.01%
372,371
+117
1753
$14.7M ﹤0.01%
498,347
-1,117
1754
$14.7M ﹤0.01%
1,335,043
+45,336
1755
$14.7M ﹤0.01%
672,051
+248,403
1756
$14.7M ﹤0.01%
261,374
+160,325
1757
$14.7M ﹤0.01%
558,697
+186,275
1758
$14.6M ﹤0.01%
157,062
-1,187
1759
$14.6M ﹤0.01%
304,746
-54,642
1760
$14.6M ﹤0.01%
269,197
+35,223
1761
$14.6M ﹤0.01%
246,748
+73,708
1762
$14.6M ﹤0.01%
316,043
-42,440
1763
$14.6M ﹤0.01%
550,861
-26,467
1764
$14.6M ﹤0.01%
270,028
-12,068
1765
$14.6M ﹤0.01%
889,261
-1,075,202
1766
$14.5M ﹤0.01%
365,860
+135,426
1767
$14.5M ﹤0.01%
861,520
+178,192
1768
$14.5M ﹤0.01%
821,500
-371,303
1769
$14.4M ﹤0.01%
112,409
+2,626
1770
$14.4M ﹤0.01%
165,496
+119,850
1771
$14.4M ﹤0.01%
543,118
+18,386
1772
$14.4M ﹤0.01%
491,132
-114,836
1773
$14.4M ﹤0.01%
177,341
+102,374
1774
$14.4M ﹤0.01%
227,137
+68,307
1775
$14.3M ﹤0.01%
397,208
+92,942
69 70
71
72 73