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
1776
$14.3M ﹤0.01%
445,605
+73,977
1777
$14.3M ﹤0.01%
537,170
+109,954
1778
$14.3M ﹤0.01%
294,190
-9,330
1779
$14.3M ﹤0.01%
1,231,129
+422,657
1780
$14.3M ﹤0.01%
735,174
+43,733
1781
$14.3M ﹤0.01%
736,042
+697,720
1782
$14.3M ﹤0.01%
449,505
+162,501
1783
$14.3M ﹤0.01%
167,936
+97,364
1784
$14.3M ﹤0.01%
136,231
+57,692
1785
$14.2M ﹤0.01%
397,315
-100,651
1786
$14.2M ﹤0.01%
216,726
-188,382
1787
$14.2M ﹤0.01%
1,180,656
+1,152,710
1788
$14.2M ﹤0.01%
254,947
+23,551
1789
$14.2M ﹤0.01%
1,864,618
+1,508,244
1790
$14.2M ﹤0.01%
203,000
+23,217
1791
$14.1M ﹤0.01%
637,791
-337,119
1792
$14.1M ﹤0.01%
238,234
+191,946
1793
$14.1M ﹤0.01%
360,076
-58,061
1794
$14.1M ﹤0.01%
353,080
+275,095
1795
$14.1M ﹤0.01%
367,619
-6,068
1796
$14M ﹤0.01%
230,455
-122,369
1797
$14M ﹤0.01%
415,410
+17,767
1798
$14M ﹤0.01%
229,396
+45,751
1799
$14M ﹤0.01%
145,475
+8,846
1800
$13.9M ﹤0.01%
881,393
-94,678
70 71
72
73 74