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
$1.38T
AUM Growth
+$86.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,209
New
Increased
Reduced
Closed

Top Buys

1
+$1.8B
2
+$1.14B
3
+$1.12B
4
CME icon
CME Group
CME
+$1.06B
5
BKNG icon
Booking.com
BKNG
+$1.05B

Top Sells

1
+$1.11B
2
+$1.08B
3
+$1.01B
4
ICE icon
Intercontinental Exchange
ICE
+$994M
5
NVDA icon
NVIDIA
NVDA
+$879M

Sector Composition

1 Technology 21.78%
2 Financials 10.85%
3 Healthcare 9.21%
4 Consumer Discretionary 8.91%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1B 0.08%
1,243,673
+87,902
227
$1.1B 0.08%
16,404,044
-1,586,700
228
$1.1B 0.08%
2,166,842
+30,914
229
$1.09B 0.08%
4,476,564
+1,080,042
230
$1.09B 0.08%
46,269,598
-8,973,889
231
$1.08B 0.08%
15,234,398
-363,690
232
$1.08B 0.08%
3,624,970
-58,024
233
$1.08B 0.08%
1,846,907
+178,679
234
$1.08B 0.08%
21,658,106
-215,271
235
$1.07B 0.08%
1,382,091
-4,576
236
$1.07B 0.08%
25,470,896
+5,502,524
237
$1.06B 0.08%
4,049,137
-81,175
238
$1.06B 0.08%
2,228,093
-1,482,298
239
$1.06B 0.08%
2,249,985
+8,105
240
$1.05B 0.08%
7,962,480
+32,300
241
$1.05B 0.08%
9,374,169
-342,827
242
$1.04B 0.08%
9,189,041
+462,628
243
$1.03B 0.08%
12,874,575
+1,197,798
244
$1.03B 0.07%
75,548,380
+15,279,650
245
$1.02B 0.07%
17,775,333
+3,041,391
246
$1.02B 0.07%
9,600,158
-1,166,785
247
$1.02B 0.07%
21,616,018
+2,524,294
248
$1.02B 0.07%
11,266,226
+118,592
249
$1.02B 0.07%
19,903,710
+1,159,169
250
$1.01B 0.07%
6,473,119
-82,148
8 9
10
11 12