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
2226
$9.31M ﹤0.01%
146,017
-50,465
2227
$9.31M ﹤0.01%
338,398
+144,548
2228
$9.3M ﹤0.01%
257,686
-59,349
2229
$9.29M ﹤0.01%
376,021
+1,672
2230
$9.28M ﹤0.01%
238,856
+135,109
2231
$9.28M ﹤0.01%
170,975
+17,690
2232
$9.28M ﹤0.01%
54,476
+27,655
2233
$9.28M ﹤0.01%
298,618
+145,015
2234
$9.28M ﹤0.01%
236,655
+185,703
2235
$9.26M ﹤0.01%
369,441
+132,964
2236
$9.24M ﹤0.01%
205,872
+6,056
2237
$9.23M ﹤0.01%
239,387
-18,517
2238
$9.23M ﹤0.01%
41,057
-24,254
2239
$9.23M ﹤0.01%
331,202
-31,538
2240
$9.22M ﹤0.01%
138,474
+29,441
2241
$9.21M ﹤0.01%
414,302
-11,688
2242
$9.2M ﹤0.01%
859,797
+9,185
2243
$9.2M ﹤0.01%
176,436
-55,484
2244
$9.19M ﹤0.01%
283,570
+198,068
2245
$9.19M ﹤0.01%
108,964
+31,335
2246
$9.19M ﹤0.01%
2,224,523
-15,649
2247
$9.18M ﹤0.01%
153,766
+90,248
2248
$9.18M ﹤0.01%
267,939
+70,819
2249
$9.17M ﹤0.01%
89,516
-8,488
2250
$9.16M ﹤0.01%
216,721
+167,211
88 89
90
91 92