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
2701
$22M ﹤0.01%
2,289,809
+287,846
2702
$22M ﹤0.01%
2,260,889
+13,678
2703
$22M ﹤0.01%
130,936
+31,599
2704
$22M ﹤0.01%
1,031,902
+53,322
2705
$22M ﹤0.01%
1,158,976
+154,122
2706
$21.9M ﹤0.01%
3,883,294
+1,157,925
2707
$21.9M ﹤0.01%
576,964
-123,773
2708
$21.9M ﹤0.01%
494,117
+168,504
2709
$21.8M ﹤0.01%
106,897
+45,955
2710
$21.8M ﹤0.01%
5,388,056
-140,710
2711
$21.8M ﹤0.01%
2,456,275
-532,076
2712
$21.8M ﹤0.01%
709,101
-2,339
2713
$21.7M ﹤0.01%
890,037
+392,820
2714
$21.7M ﹤0.01%
554,362
-47,585
2715
$21.7M ﹤0.01%
493,496
+106,679
2716
$21.7M ﹤0.01%
1,225,426
+441,803
2717
$21.7M ﹤0.01%
612,308
+56,518
2718
$21.6M ﹤0.01%
592,979
+7,114
2719
$21.6M ﹤0.01%
1,613,983
+520,434
2720
$21.6M ﹤0.01%
3,043,238
+48,912
2721
$21.6M ﹤0.01%
3,134,486
+88,630
2722
$21.6M ﹤0.01%
140,886
+72,547
2723
$21.5M ﹤0.01%
241,206
+22,875
2724
$21.5M ﹤0.01%
2,556,011
+190,000
2725
$21.5M ﹤0.01%
266,456
+54,813
107 108
109
110 111