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
2426
$7.72M ﹤0.01%
62,985
+12,283
2427
$7.72M ﹤0.01%
494,775
+178,865
2428
$7.71M ﹤0.01%
130,013
+24,667
2429
$7.7M ﹤0.01%
1,413,837
+1,316,627
2430
$7.7M ﹤0.01%
144,128
-2,605
2431
$7.69M ﹤0.01%
164,300
+7,452
2432
$7.67M ﹤0.01%
684,257
-101,403
2433
$7.67M ﹤0.01%
36,835
+5,040
2434
$7.63M ﹤0.01%
247,501
-197,438
2435
$7.63M ﹤0.01%
72,489
-10,570
2436
$7.63M ﹤0.01%
296,851
+98,067
2437
$7.61M ﹤0.01%
5,566,924
+1,137,768
2438
$7.61M ﹤0.01%
165,836
+147,049
2439
$7.6M ﹤0.01%
135,502
-45,648
2440
$7.59M ﹤0.01%
258,980
-6,798
2441
$7.57M ﹤0.01%
385,945
+252,186
2442
$7.54M ﹤0.01%
1,131,531
+369,789
2443
$7.53M ﹤0.01%
60,585
+11,339
2444
$7.53M ﹤0.01%
417,678
+80,096
2445
$7.53M ﹤0.01%
126,929
+14,321
2446
$7.53M ﹤0.01%
146,907
+35,201
2447
$7.52M ﹤0.01%
516,633
+425,318
2448
$7.51M ﹤0.01%
117,611
+54,114
2449
$7.5M ﹤0.01%
202,468
+183,938
2450
$7.5M ﹤0.01%
181,538
+58,304
96 97
98
99 100