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
2351
$8.22M ﹤0.01%
955,000
+632,303
2352
$8.22M ﹤0.01%
3,137,676
+1,396,731
2353
$8.22M ﹤0.01%
322,960
+22,440
2354
$8.21M ﹤0.01%
156,072
-5,732
2355
$8.2M ﹤0.01%
60,058
+41,925
2356
$8.2M ﹤0.01%
210,100
-1,426
2357
$8.19M ﹤0.01%
427,329
+287,750
2358
$8.19M ﹤0.01%
793,657
+624,502
2359
$8.17M ﹤0.01%
361,724
-11,804
2360
$8.17M ﹤0.01%
1,783,616
+297,518
2361
$8.16M ﹤0.01%
326,037
+21,278
2362
$8.15M ﹤0.01%
328,579
+94,707
2363
$8.15M ﹤0.01%
460,588
+103,937
2364
$8.14M ﹤0.01%
169,642
+130,704
2365
$8.14M ﹤0.01%
60,741
-4,148
2366
$8.13M ﹤0.01%
194,451
+36,923
2367
$8.13M ﹤0.01%
1,469,477
-268,465
2368
$8.12M ﹤0.01%
204,525
+90,977
2369
$8.12M ﹤0.01%
779,290
2370
$8.11M ﹤0.01%
961,312
+26,480
2371
$8.11M ﹤0.01%
471,228
+29,623
2372
$8.11M ﹤0.01%
149,785
+34,558
2373
$8.11M ﹤0.01%
353,802
-93,756
2374
$8.1M ﹤0.01%
160,146
+46,520
2375
$8.09M ﹤0.01%
122,844
+63,501
93 94
95
96 97