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
1851
$13.2M ﹤0.01%
217,853
+25,204
1852
$13.2M ﹤0.01%
841,997
-44,885
1853
$13.2M ﹤0.01%
325,711
+115,941
1854
$13.2M ﹤0.01%
262,652
+30,550
1855
$13.2M ﹤0.01%
3,057,708
+324,997
1856
$13.2M ﹤0.01%
330,384
+158,198
1857
$13.2M ﹤0.01%
553,399
-2,503
1858
$13.2M ﹤0.01%
599,506
-26,755
1859
$13.1M ﹤0.01%
1,068,741
-153,407
1860
$13.1M ﹤0.01%
472,822
+354,233
1861
$13.1M ﹤0.01%
2,395,028
-14,650
1862
$13.1M ﹤0.01%
349,232
-1,003
1863
$13.1M ﹤0.01%
68,514
+33,591
1864
$13.1M ﹤0.01%
516,210
-176,722
1865
$13.1M ﹤0.01%
270,769
+185,660
1866
$13M ﹤0.01%
270,812
+135,663
1867
$13M ﹤0.01%
348,027
+258,152
1868
$13M ﹤0.01%
472,885
+203,911
1869
$13M ﹤0.01%
1,069,638
+217,590
1870
$13M ﹤0.01%
453,391
+270,371
1871
$12.9M ﹤0.01%
425,479
+338,246
1872
$12.9M ﹤0.01%
251,959
+172,653
1873
$12.9M ﹤0.01%
469,157
+16,410
1874
$12.9M ﹤0.01%
378,568
+38,537
1875
$12.9M ﹤0.01%
341,062
+256,296
73 74
75
76 77