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
2526
$25.7M ﹤0.01%
1,082,282
+37,362
2527
$25.7M ﹤0.01%
363,826
+47,537
2528
$25.7M ﹤0.01%
963,727
-545,652
2529
$25.6M ﹤0.01%
1,025,471
-960,015
2530
$25.6M ﹤0.01%
2,736,030
-727,500
2531
$25.6M ﹤0.01%
545,320
-39,158
2532
$25.6M ﹤0.01%
499,073
-66,078
2533
$25.6M ﹤0.01%
974,845
+375,807
2534
$25.6M ﹤0.01%
1,009,457
+893,382
2535
$25.6M ﹤0.01%
1,277,871
-571,457
2536
$25.6M ﹤0.01%
439,438
+14,745
2537
$25.6M ﹤0.01%
567,402
+35,239
2538
$25.5M ﹤0.01%
296,217
+288,478
2539
$25.5M ﹤0.01%
753,012
+83,588
2540
$25.5M ﹤0.01%
1,072,674
+76,668
2541
$25.5M ﹤0.01%
2,173,076
+42,806
2542
$25.5M ﹤0.01%
977,104
-66,610
2543
$25.4M ﹤0.01%
79,082
-11,918
2544
$25.4M ﹤0.01%
2,610,355
+738,502
2545
$25.4M ﹤0.01%
1,133,680
+129,519
2546
$25.4M ﹤0.01%
2,446,329
-41,725
2547
$25.4M ﹤0.01%
3,736,731
-884,329
2548
$25.3M ﹤0.01%
4,181,342
+3,494
2549
$25.3M ﹤0.01%
398,633
-17,796
2550
$25.2M ﹤0.01%
1,091,557
-10,637
100 101
102
103 104