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
2276
$8.89M ﹤0.01%
630,910
+9,462
2277
$8.87M ﹤0.01%
218,413
+71,472
2278
$8.87M ﹤0.01%
373,545
-12,444
2279
$8.86M ﹤0.01%
323,377
+157,454
2280
$8.86M ﹤0.01%
161,223
+6,140
2281
$8.86M ﹤0.01%
468,899
+302,852
2282
$8.86M ﹤0.01%
17,780
-266
2283
$8.85M ﹤0.01%
241,721
-159,824
2284
$8.84M ﹤0.01%
197,795
+18,507
2285
$8.82M ﹤0.01%
348,901
+103,710
2286
$8.82M ﹤0.01%
1,516,112
+143,806
2287
$8.82M ﹤0.01%
478,513
+106,553
2288
$8.82M ﹤0.01%
1,136,314
-198,547
2289
$8.81M ﹤0.01%
225,955
-11,837
2290
$8.81M ﹤0.01%
172,741
+156,214
2291
$8.81M ﹤0.01%
362,607
-10,015
2292
$8.78M ﹤0.01%
705,348
-24,072
2293
$8.78M ﹤0.01%
77,915
-43,143
2294
$8.78M ﹤0.01%
354,063
-17,931
2295
$8.77M ﹤0.01%
32,029
-38,608
2296
$8.77M ﹤0.01%
376,748
+141,194
2297
$8.76M ﹤0.01%
684,788
+24,048
2298
$8.75M ﹤0.01%
335,961
-53,290
2299
$8.75M ﹤0.01%
171,130
-365,411
2300
$8.74M ﹤0.01%
274,278
-22,202