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
1901
$12.7M ﹤0.01%
148,458
+137,535
1902
$12.7M ﹤0.01%
463,214
+73,706
1903
$12.7M ﹤0.01%
5,833,867
+2,493,037
1904
$12.7M ﹤0.01%
583,121
-3,835
1905
$12.6M ﹤0.01%
527,177
-174,820
1906
$12.6M ﹤0.01%
693,007
+79,781
1907
$12.6M ﹤0.01%
2,898,249
+830,146
1908
$12.6M ﹤0.01%
164,964
+142,817
1909
$12.5M ﹤0.01%
663,448
+3,260
1910
$12.5M ﹤0.01%
1,191,094
-27,502
1911
$12.5M ﹤0.01%
344,835
+158,823
1912
$12.5M ﹤0.01%
235,852
+49,703
1913
$12.5M ﹤0.01%
367,197
+191,272
1914
$12.4M ﹤0.01%
5,318,977
+121,784
1915
$12.4M ﹤0.01%
749,415
+620,888
1916
$12.4M ﹤0.01%
1,084,130
+57,413
1917
$12.4M ﹤0.01%
61,166
+26,770
1918
$12.4M ﹤0.01%
1,206,771
+373,423
1919
$12.4M ﹤0.01%
189,495
+24,131
1920
$12.4M ﹤0.01%
251,018
+101,753
1921
$12.4M ﹤0.01%
221,996
+218,648
1922
$12.4M ﹤0.01%
785,682
+323,170
1923
$12.4M ﹤0.01%
185,896
+61,135
1924
$12.4M ﹤0.01%
418,650
+225,353
1925
$12.4M ﹤0.01%
1,232,610
+1,128,689
75 76
77
78 79