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
2026
$11.1M ﹤0.01%
431,535
+23,847
2027
$11.1M ﹤0.01%
301,717
+125,853
2028
$11.1M ﹤0.01%
211,907
+25,130
2029
$11.1M ﹤0.01%
176,042
+28,428
2030
$11.1M ﹤0.01%
217,880
+131,959
2031
$11.1M ﹤0.01%
292,695
-4,932
2032
$11.1M ﹤0.01%
247,146
+50,798
2033
$11M ﹤0.01%
344,320
-234,203
2034
$11M ﹤0.01%
194,086
+28,777
2035
$11M ﹤0.01%
285,033
-90,374
2036
$11M ﹤0.01%
1,320,180
-10,208
2037
$11M ﹤0.01%
132,557
+14,404
2038
$11M ﹤0.01%
408,903
+17,015
2039
$11M ﹤0.01%
357,171
+143,264
2040
$11M ﹤0.01%
214,761
+59,933
2041
$11M ﹤0.01%
535,965
+174,966
2042
$11M ﹤0.01%
114,801
+1,694
2043
$10.9M ﹤0.01%
524,838
+464,495
2044
$10.9M ﹤0.01%
123,822
-16,896
2045
$10.9M ﹤0.01%
657,745
-17,886
2046
$10.9M ﹤0.01%
200,346
+31,343
2047
$10.9M ﹤0.01%
105,282
+18,094
2048
$10.9M ﹤0.01%
987,367
+735,578
2049
$10.9M ﹤0.01%
161,122
-2,428
2050
$10.9M ﹤0.01%
+388,454
80 81
82
83 84