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
1876
$12.9M ﹤0.01%
732,584
+28,957
1877
$12.9M ﹤0.01%
372,769
+44,777
1878
$12.9M ﹤0.01%
700,808
+532,308
1879
$12.9M ﹤0.01%
615,866
+525,914
1880
$12.8M ﹤0.01%
888,741
+44,304
1881
$12.8M ﹤0.01%
334,464
+19,569
1882
$12.8M ﹤0.01%
1,373,112
+79,341
1883
$12.8M ﹤0.01%
465,307
+202,804
1884
$12.8M ﹤0.01%
776,016
+609,157
1885
$12.8M ﹤0.01%
+670,734
1886
$12.8M ﹤0.01%
1,114,408
-188,338
1887
$12.8M ﹤0.01%
249,152
-131,364
1888
$12.8M ﹤0.01%
968,275
+24,887
1889
$12.8M ﹤0.01%
+3,599,077
1890
$12.8M ﹤0.01%
532,041
-230,341
1891
$12.8M ﹤0.01%
183,843
+106,692
1892
$12.8M ﹤0.01%
470,308
+291,180
1893
$12.8M ﹤0.01%
535,271
-770,206
1894
$12.7M ﹤0.01%
741,410
+18,587
1895
$12.7M ﹤0.01%
330,559
-14,988
1896
$12.7M ﹤0.01%
196,959
-10,153
1897
$12.7M ﹤0.01%
1,757,210
+464,157
1898
$12.7M ﹤0.01%
647,745
+32,359
1899
$12.7M ﹤0.01%
353,840
+265,113
1900
$12.7M ﹤0.01%
1,343,101
-74,260
74 75
76
77 78