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
2401
$7.92M ﹤0.01%
175,921
-20,455
2402
$7.91M ﹤0.01%
135,841
-19,609
2403
$7.9M ﹤0.01%
215,325
-20,140
2404
$7.88M ﹤0.01%
572,076
-4,546
2405
$7.88M ﹤0.01%
165,746
+16,936
2406
$7.87M ﹤0.01%
163,333
+42,207
2407
$7.86M ﹤0.01%
73,021
+7,447
2408
$7.86M ﹤0.01%
2,182
+20
2409
$7.86M ﹤0.01%
537,144
+200,088
2410
$7.86M ﹤0.01%
158,986
-32,540
2411
$7.86M ﹤0.01%
213,574
+48,090
2412
$7.85M ﹤0.01%
177,532
+138,909
2413
$7.85M ﹤0.01%
221,640
-185,059
2414
$7.84M ﹤0.01%
316,330
+223,437
2415
$7.83M ﹤0.01%
312,383
-23,073
2416
$7.82M ﹤0.01%
464,320
+59,324
2417
$7.8M ﹤0.01%
912,293
+69,654
2418
$7.8M ﹤0.01%
112,253
-20,592
2419
$7.79M ﹤0.01%
143,792
+82,264
2420
$7.76M ﹤0.01%
626,719
-355,574
2421
$7.75M ﹤0.01%
119,923
+26,170
2422
$7.75M ﹤0.01%
832,943
-6,298
2423
$7.74M ﹤0.01%
353,932
+8,367
2424
$7.73M ﹤0.01%
133,055
+61,492
2425
$7.73M ﹤0.01%
815,941
+65,732
95 96
97
98 99