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
2251
$9.14M ﹤0.01%
546,674
+504,456
2252
$9.13M ﹤0.01%
718,301
+53,611
2253
$9.13M ﹤0.01%
559,090
-128,302
2254
$9.12M ﹤0.01%
198,773
-38,939
2255
$9.11M ﹤0.01%
160,389
+85,654
2256
$9.1M ﹤0.01%
85,510
-25,712
2257
$9.09M ﹤0.01%
321,327
+146,264
2258
$9.09M ﹤0.01%
225,646
+92,672
2259
$9.08M ﹤0.01%
485,043
-756,051
2260
$9.03M ﹤0.01%
136,632
-46,933
2261
$9.02M ﹤0.01%
252,564
+17,630
2262
$9.02M ﹤0.01%
181,490
+68,165
2263
$9.01M ﹤0.01%
716,495
-98,246
2264
$9M ﹤0.01%
363,518
+71,561
2265
$9M ﹤0.01%
328,815
-20,990
2266
$8.97M ﹤0.01%
450,809
-401,897
2267
$8.96M ﹤0.01%
238,299
+73,069
2268
$8.96M ﹤0.01%
3,641,137
+658,548
2269
$8.93M ﹤0.01%
719,322
+70,491
2270
$8.91M ﹤0.01%
4,052,045
+14,266
2271
$8.91M ﹤0.01%
960,128
+901,110
2272
$8.91M ﹤0.01%
195,903
-163,056
2273
$8.9M ﹤0.01%
286,435
+27,718
2274
$8.89M ﹤0.01%
1,733,893
+124,597
2275
$8.89M ﹤0.01%
592,010
+570