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
1951
$12M ﹤0.01%
2,154,019
+1,229,829
1952
$12M ﹤0.01%
1,708,402
-3,235,487
1953
$12M ﹤0.01%
105,416
+43,446
1954
$12M ﹤0.01%
139,856
+108,556
1955
$11.9M ﹤0.01%
1,153,472
-491,083
1956
$11.9M ﹤0.01%
350,970
+1,284
1957
$11.9M ﹤0.01%
575,364
+425,663
1958
$11.9M ﹤0.01%
132,258
+96,017
1959
$11.9M ﹤0.01%
555,486
-243,149
1960
$11.9M ﹤0.01%
453,137
+25,173
1961
$11.9M ﹤0.01%
326,081
-42,245
1962
$11.9M ﹤0.01%
271,620
-3,660
1963
$11.8M ﹤0.01%
181,132
+110,767
1964
$11.8M ﹤0.01%
190,172
+18,855
1965
$11.8M ﹤0.01%
1,824,449
+1,482,787
1966
$11.8M ﹤0.01%
310,061
+36,912
1967
$11.8M ﹤0.01%
151,452
-9,305
1968
$11.8M ﹤0.01%
199,035
+20,223
1969
$11.8M ﹤0.01%
924,475
+346,245
1970
$11.8M ﹤0.01%
131,414
-779,146
1971
$11.8M ﹤0.01%
173,383
+70,773
1972
$11.8M ﹤0.01%
125,966
+113,965
1973
$11.8M ﹤0.01%
183,458
+55,951
1974
$11.7M ﹤0.01%
1,322,073
+1,298,450
1975
$11.7M ﹤0.01%
1,915,528
-131,529
77 78
79
80 81