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
2051
$10.9M ﹤0.01%
607,704
-83,284
2052
$10.9M ﹤0.01%
5,023,250
-2,798,812
2053
$10.9M ﹤0.01%
834,030
-35,691
2054
$10.9M ﹤0.01%
354,622
-106,566
2055
$10.9M ﹤0.01%
2,514,547
+816,955
2056
$10.9M ﹤0.01%
105,989
-124,571
2057
$10.8M ﹤0.01%
182,551
-15,961
2058
$10.8M ﹤0.01%
265,804
-226,403
2059
$10.8M ﹤0.01%
212,478
-55,905
2060
$10.8M ﹤0.01%
398,437
-3,059
2061
$10.8M ﹤0.01%
111,640
+23,813
2062
$10.8M ﹤0.01%
554,607
-432,607
2063
$10.8M ﹤0.01%
298,834
+276,334
2064
$10.8M ﹤0.01%
1,093,736
+82,571
2065
$10.8M ﹤0.01%
267,739
+256,953
2066
$10.8M ﹤0.01%
173,231
+11,705
2067
$10.8M ﹤0.01%
797,936
-100,044
2068
$10.7M ﹤0.01%
101,909
+36,048
2069
$10.7M ﹤0.01%
791,493
-55,176
2070
$10.7M ﹤0.01%
266,387
+15,141
2071
$10.7M ﹤0.01%
354,302
+276,897
2072
$10.7M ﹤0.01%
166,257
-35,923
2073
$10.7M ﹤0.01%
319,910
+249,168
2074
$10.7M ﹤0.01%
199,943
+147,201
2075
$10.7M ﹤0.01%
816,992
+29,455
81 82
83
84 85