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
251
$1B 0.07%
8,164,624
+457,186
252
$999M 0.07%
12,824,911
+424,600
253
$997M 0.07%
513,194
-18,109
254
$996M 0.07%
5,591,197
+1,846,227
255
$983M 0.07%
19,576,514
-1,058,182
256
$979M 0.07%
4,183,742
+343,864
257
$976M 0.07%
3,320,631
-1,778,496
258
$973M 0.07%
21,391,741
-1,047,787
259
$968M 0.07%
11,737,843
-5,376
260
$966M 0.07%
60,204,777
+6,722,699
261
$966M 0.07%
3,564,278
+43,595
262
$960M 0.07%
5,513,977
-656,068
263
$958M 0.07%
3,755,404
-1,595,776
264
$939M 0.07%
10,299,618
+681,084
265
$938M 0.07%
5,551,454
-150,016
266
$938M 0.07%
6,880,303
-379,761
267
$928M 0.07%
20,328,419
+591,388
268
$927M 0.07%
3,387,836
+10,661
269
$921M 0.07%
7,190,531
-175,385
270
$916M 0.07%
15,461,962
+498,298
271
$915M 0.07%
3,414,692
-176,840
272
$898M 0.07%
7,513,710
-334,033
273
$898M 0.07%
3,789,757
-294,415
274
$894M 0.06%
3,686,028
-63,250
275
$893M 0.06%
6,790,618
+36,890
9 10
11
12 13