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
2326
$8.49M ﹤0.01%
65,837
+1,111
2327
$8.48M ﹤0.01%
408,251
-104,141
2328
$8.47M ﹤0.01%
399,068
+218,898
2329
$8.46M ﹤0.01%
287,447
+213,716
2330
$8.43M ﹤0.01%
165,765
+13,009
2331
$8.4M ﹤0.01%
157,951
+17,136
2332
$8.38M ﹤0.01%
210,772
-25,122
2333
$8.33M ﹤0.01%
434,311
+183,037
2334
$8.33M ﹤0.01%
86,197
-54,003
2335
$8.31M ﹤0.01%
576,924
+349,969
2336
$8.31M ﹤0.01%
404,656
-28,065
2337
$8.3M ﹤0.01%
294,962
+69,502
2338
$8.3M ﹤0.01%
184,192
-14,202
2339
$8.3M ﹤0.01%
53,180
-21,290
2340
$8.29M ﹤0.01%
554,514
+45,473
2341
$8.29M ﹤0.01%
204,919
+160,805
2342
$8.29M ﹤0.01%
66,736
-840
2343
$8.28M ﹤0.01%
241,285
+158,688
2344
$8.27M ﹤0.01%
139,873
+105,284
2345
$8.27M ﹤0.01%
154,527
-46,691
2346
$8.27M ﹤0.01%
612,665
+523,660
2347
$8.25M ﹤0.01%
58,637
+22,604
2348
$8.23M ﹤0.01%
6,869
+202
2349
$8.23M ﹤0.01%
165,311
+29,841
2350
$8.23M ﹤0.01%
177,470
-725,194