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
2201
$9.56M ﹤0.01%
219,663
-141,205
2202
$9.55M ﹤0.01%
170,267
+40,488
2203
$9.54M ﹤0.01%
320,678
-183,971
2204
$9.49M ﹤0.01%
397,767
-903,086
2205
$9.49M ﹤0.01%
733,565
+75,460
2206
$9.49M ﹤0.01%
465,983
-146,475
2207
$9.49M ﹤0.01%
405,260
+328,090
2208
$9.49M ﹤0.01%
127,806
+119,551
2209
$9.48M ﹤0.01%
143,713
+123,198
2210
$9.44M ﹤0.01%
1,450,210
+100,742
2211
$9.43M ﹤0.01%
229,359
+17,221
2212
$9.41M ﹤0.01%
523,958
+13,008
2213
$9.41M ﹤0.01%
419,431
-10,188
2214
$9.4M ﹤0.01%
121,204
+36,737
2215
$9.4M ﹤0.01%
533,637
+414,180
2216
$9.4M ﹤0.01%
1,438,987
-173,808
2217
$9.39M ﹤0.01%
250,098
+112,611
2218
$9.38M ﹤0.01%
137,864
-7,033
2219
$9.38M ﹤0.01%
161,150
+23,007
2220
$9.36M ﹤0.01%
231,733
+28,459
2221
$9.34M ﹤0.01%
363,163
+53,152
2222
$9.34M ﹤0.01%
185,787
-26,613
2223
$9.34M ﹤0.01%
130,374
-96,613
2224
$9.34M ﹤0.01%
372,629
-69,271
2225
$9.32M ﹤0.01%
202,517
+195,192