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
2176
$9.76M ﹤0.01%
436,145
+186,697
2177
$9.75M ﹤0.01%
442,352
-321,594
2178
$9.72M ﹤0.01%
222,860
-166,384
2179
$9.72M ﹤0.01%
247,377
+47,883
2180
$9.72M ﹤0.01%
73,882
+29,207
2181
$9.71M ﹤0.01%
146,086
+18,275
2182
$9.71M ﹤0.01%
213,474
+1,775
2183
$9.71M ﹤0.01%
677,690
-354,652
2184
$9.71M ﹤0.01%
+367,322
2185
$9.7M ﹤0.01%
66,599
-223,123
2186
$9.69M ﹤0.01%
2,522,301
+210,511
2187
$9.66M ﹤0.01%
820,896
-12,290
2188
$9.66M ﹤0.01%
303,572
+247,267
2189
$9.63M ﹤0.01%
134,905
+14,571
2190
$9.62M ﹤0.01%
193,710
+39,340
2191
$9.62M ﹤0.01%
447,554
+86,914
2192
$9.61M ﹤0.01%
180,048
+32,877
2193
$9.61M ﹤0.01%
309,995
-354,361
2194
$9.6M ﹤0.01%
718,530
+627,313
2195
$9.59M ﹤0.01%
217,891
2196
$9.59M ﹤0.01%
263,034
+1,969
2197
$9.59M ﹤0.01%
204,941
-1,098,157
2198
$9.59M ﹤0.01%
179,241
+35,872
2199
$9.58M ﹤0.01%
322,329
+68,380
2200
$9.58M ﹤0.01%
115,971
+18,748