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
2301
$8.73M ﹤0.01%
232,626
+115,235
2302
$8.73M ﹤0.01%
685,991
+29,526
2303
$8.72M ﹤0.01%
766,935
+43,519
2304
$8.7M ﹤0.01%
227,364
-125,936
2305
$8.69M ﹤0.01%
424,956
+47,238
2306
$8.68M ﹤0.01%
506,280
+116,086
2307
$8.68M ﹤0.01%
31,547
-3,159
2308
$8.67M ﹤0.01%
183,813
-69,885
2309
$8.65M ﹤0.01%
484,172
-5,652
2310
$8.65M ﹤0.01%
147,775
+40,370
2311
$8.64M ﹤0.01%
273,895
-100,166
2312
$8.63M ﹤0.01%
56,079
-68,185
2313
$8.63M ﹤0.01%
686,152
+32,295
2314
$8.61M ﹤0.01%
315,110
+76,938
2315
$8.6M ﹤0.01%
718,428
+420,782
2316
$8.6M ﹤0.01%
218,249
+210,018
2317
$8.58M ﹤0.01%
817,260
+15,896
2318
$8.57M ﹤0.01%
457,083
-49,471
2319
$8.56M ﹤0.01%
541,595
-17,632
2320
$8.56M ﹤0.01%
666,890
-74,345
2321
$8.55M ﹤0.01%
607,086
-20,146
2322
$8.53M ﹤0.01%
236,280
+10,506
2323
$8.51M ﹤0.01%
143,726
+63,450
2324
$8.51M ﹤0.01%
402,606
-29,947
2325
$8.51M ﹤0.01%
131,964
+123,956