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
2101
$10.4M ﹤0.01%
194,850
-21,100
2102
$10.4M ﹤0.01%
287,624
-21,905
2103
$10.4M ﹤0.01%
72,480
+48,744
2104
$10.4M ﹤0.01%
638,273
-698,552
2105
$10.4M ﹤0.01%
165,690
+71,829
2106
$10.3M ﹤0.01%
764,475
+162,305
2107
$10.3M ﹤0.01%
61,363
+1,913
2108
$10.3M ﹤0.01%
781,635
+215,530
2109
$10.3M ﹤0.01%
1,512,201
-307,701
2110
$10.3M ﹤0.01%
135,568
+43,038
2111
$10.3M ﹤0.01%
236,809
+204,327
2112
$10.3M ﹤0.01%
218,898
+19,763
2113
$10.3M ﹤0.01%
302,342
-45,220
2114
$10.3M ﹤0.01%
362,205
-15,978
2115
$10.3M ﹤0.01%
172,586
+4,218
2116
$10.3M ﹤0.01%
40,401
+12,235
2117
$10.3M ﹤0.01%
700,585
-75,571
2118
$10.2M ﹤0.01%
199,461
+21,588
2119
$10.2M ﹤0.01%
537,102
+516,281
2120
$10.2M ﹤0.01%
214,439
-225,989
2121
$10.2M ﹤0.01%
155,295
-5,767
2122
$10.2M ﹤0.01%
907,080
+104,620
2123
$10.2M ﹤0.01%
484,556
+216,864
2124
$10.2M ﹤0.01%
165,388
+109,759
2125
$10.2M ﹤0.01%
430,012
-362,531
83 84
85
86 87