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
1801
$13.9M ﹤0.01%
327,367
-33,096
1802
$13.9M ﹤0.01%
2,115
+245
1803
$13.9M ﹤0.01%
525,933
+458,935
1804
$13.9M ﹤0.01%
475,132
-14,080
1805
$13.8M ﹤0.01%
202,174
-41,293
1806
$13.8M ﹤0.01%
165,441
+56,049
1807
$13.8M ﹤0.01%
552,276
-862,943
1808
$13.8M ﹤0.01%
160,746
-4,169
1809
$13.8M ﹤0.01%
80,694
-3,884
1810
$13.8M ﹤0.01%
1,601,908
-7,497
1811
$13.7M ﹤0.01%
375,986
+294,200
1812
$13.7M ﹤0.01%
152,172
-58,994
1813
$13.7M ﹤0.01%
1,033,647
+255,032
1814
$13.7M ﹤0.01%
514,597
+8,610
1815
$13.7M ﹤0.01%
687,794
+118,550
1816
$13.7M ﹤0.01%
472,913
+57,872
1817
$13.7M ﹤0.01%
516,057
+249,240
1818
$13.7M ﹤0.01%
521,129
-35,711
1819
$13.7M ﹤0.01%
654,881
+10,299
1820
$13.7M ﹤0.01%
419,076
-6,646
1821
$13.7M ﹤0.01%
499,957
+34,236
1822
$13.7M ﹤0.01%
1,384,595
+49,280
1823
$13.7M ﹤0.01%
889,280
-95,851
1824
$13.6M ﹤0.01%
829,653
-362,152
1825
$13.6M ﹤0.01%
141,542
+5,279
71 72
73
74 75