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
2601
$24.3M ﹤0.01%
1,634,430
+234,062
2602
$24.3M ﹤0.01%
1,067,793
-201,904
2603
$24.3M ﹤0.01%
5,149,693
-410,165
2604
$24.2M ﹤0.01%
771,974
+158,971
2605
$24.2M ﹤0.01%
710,588
+235,207
2606
$24.2M ﹤0.01%
793,673
-6,790
2607
$24.1M ﹤0.01%
880,987
-491,650
2608
$24.1M ﹤0.01%
389,776
+208,204
2609
$24.1M ﹤0.01%
773,938
-9,498
2610
$24.1M ﹤0.01%
486,900
-630,358
2611
$24.1M ﹤0.01%
811,765
-2,381
2612
$24M ﹤0.01%
1,595,889
+1,079,724
2613
$24M ﹤0.01%
316,426
+39,239
2614
$24M ﹤0.01%
137,724
-4,423
2615
$23.9M ﹤0.01%
341,984
-32,909
2616
$23.9M ﹤0.01%
401,329
+130,990
2617
$23.9M ﹤0.01%
399,688
-87,577
2618
$23.9M ﹤0.01%
388,499
-18,897
2619
$23.9M ﹤0.01%
512,717
+75,945
2620
$23.9M ﹤0.01%
218,170
-10,199
2621
$23.9M ﹤0.01%
423,668
-30,553
2622
$23.8M ﹤0.01%
418,490
+44,112
2623
$23.8M ﹤0.01%
118,914
-3,371
2624
$23.8M ﹤0.01%
761,598
+130,696
2625
$23.7M ﹤0.01%
2,632,434
+344,122