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
2551
$25.2M ﹤0.01%
214,789
+20,234
2552
$25.2M ﹤0.01%
1,017,675
+191,021
2553
$25.2M ﹤0.01%
1,842,969
-61,513
2554
$25.2M ﹤0.01%
1,212,277
+321,954
2555
$25.2M ﹤0.01%
869,625
-149,873
2556
$25.2M ﹤0.01%
813,111
+229,838
2557
$25.2M ﹤0.01%
641,809
-11,998
2558
$25.2M ﹤0.01%
289,759
+20,392
2559
$25.1M ﹤0.01%
1,822,228
+56,411
2560
$25.1M ﹤0.01%
1,144,589
-5,835
2561
$25.1M ﹤0.01%
575,139
+218,358
2562
$25.1M ﹤0.01%
431,759
+79,652
2563
$25.1M ﹤0.01%
350,720
-135,782
2564
$25.1M ﹤0.01%
787,732
+138,724
2565
$25M ﹤0.01%
1,788,905
-71,635
2566
$25M ﹤0.01%
649,413
+405,209
2567
$25M ﹤0.01%
307,892
-181,768
2568
$24.9M ﹤0.01%
1,092,785
+96,070
2569
$24.9M ﹤0.01%
367,503
+74,402
2570
$24.9M ﹤0.01%
867,233
+87,620
2571
$24.9M ﹤0.01%
1,216,202
+54,775
2572
$24.8M ﹤0.01%
893,215
+166,782
2573
$24.8M ﹤0.01%
1,482,466
+579,056
2574
$24.8M ﹤0.01%
344,207
+55,347
2575
$24.7M ﹤0.01%
6,742,704
+218,963
101 102
103
104 105