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
1826
$13.6M ﹤0.01%
1,135,870
-40,119
1827
$13.6M ﹤0.01%
552,101
-13,120
1828
$13.6M ﹤0.01%
294,402
+3,271
1829
$13.6M ﹤0.01%
243,792
+39,520
1830
$13.6M ﹤0.01%
425,971
+133,872
1831
$13.5M ﹤0.01%
217,531
-45,601
1832
$13.5M ﹤0.01%
406,525
+140,751
1833
$13.5M ﹤0.01%
1,363,335
+50,116
1834
$13.5M ﹤0.01%
112,616
+86,683
1835
$13.5M ﹤0.01%
574,690
+2,336
1836
$13.5M ﹤0.01%
141,188
-26,145
1837
$13.5M ﹤0.01%
116,042
-38,655
1838
$13.4M ﹤0.01%
+285,574
1839
$13.4M ﹤0.01%
284,984
+16,361
1840
$13.4M ﹤0.01%
349,455
-33,155
1841
$13.4M ﹤0.01%
99,222
+21,226
1842
$13.4M ﹤0.01%
320,707
+17,341
1843
$13.4M ﹤0.01%
205,071
+155,996
1844
$13.4M ﹤0.01%
493,514
+154,429
1845
$13.4M ﹤0.01%
232,195
-96,233
1846
$13.4M ﹤0.01%
140,011
+125,448
1847
$13.3M ﹤0.01%
178,206
+66,522
1848
$13.3M ﹤0.01%
1,137,804
+233,627
1849
$13.3M ﹤0.01%
183,717
-51,465
1850
$13.3M ﹤0.01%
760,706
+429,165
72 73
74
75 76