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
2626
$23.7M ﹤0.01%
539,776
+25,897
2627
$23.7M ﹤0.01%
499,259
+4,139
2628
$23.7M ﹤0.01%
237,013
+42,675
2629
$23.7M ﹤0.01%
430,404
+52,320
2630
$23.7M ﹤0.01%
1,463,499
+38,643
2631
$23.6M ﹤0.01%
429,513
+136,946
2632
$23.6M ﹤0.01%
611,731
-19,351
2633
$23.6M ﹤0.01%
315,926
+69,514
2634
$23.6M ﹤0.01%
288,153
-26,984
2635
$23.6M ﹤0.01%
285,685
+41,652
2636
$23.6M ﹤0.01%
770,174
+75,473
2637
$23.6M ﹤0.01%
1,206,714
-121,800
2638
$23.6M ﹤0.01%
283,110
+13,636
2639
$23.5M ﹤0.01%
337,336
-11,959
2640
$23.5M ﹤0.01%
740,105
+114,570
2641
$23.4M ﹤0.01%
644,479
+255,744
2642
$23.4M ﹤0.01%
503,775
-29,628
2643
$23.4M ﹤0.01%
1,295,598
+246,943
2644
$23.4M ﹤0.01%
1,896,634
-27,747
2645
$23.3M ﹤0.01%
958,404
+18,589
2646
$23.3M ﹤0.01%
478,596
+153,645
2647
$23.3M ﹤0.01%
817,742
+704
2648
$23.3M ﹤0.01%
583,059
+179,837
2649
$23.3M ﹤0.01%
554,360
+38,316
2650
$23.2M ﹤0.01%
242,664
-6,454