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
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,906
New
Increased
Reduced
Closed

Top Buys

1 +$482M
2 +$431M
3 +$429M
4
BKNG icon
Booking.com
BKNG
+$383M
5
AABA
Altaba Inc
AABA
+$379M

Sector Composition

1 Technology 9.94%
2 Financials 9.62%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$5.21M ﹤0.01%
86,987
-27,915
2727
$5.21M ﹤0.01%
318,531
-32,931
2728
$5.21M ﹤0.01%
533,267
+210,983
2729
$5.2M ﹤0.01%
297,832
-186,029
2730
$5.2M ﹤0.01%
144,032
-18,304
2731
$5.19M ﹤0.01%
136,119
-48,996
2732
$5.19M ﹤0.01%
96,968
+21,427
2733
$5.18M ﹤0.01%
339,884
-9,964
2734
$5.18M ﹤0.01%
203,831
+18,371
2735
$5.18M ﹤0.01%
222,660
-62,506
2736
$5.17M ﹤0.01%
214,319
-39,972
2737
$5.17M ﹤0.01%
131,503
-69,638
2738
$5.16M ﹤0.01%
54,737
-19,493
2739
$5.16M ﹤0.01%
118,808
-47,721
2740
$5.15M ﹤0.01%
296,533
+3,785
2741
$5.14M ﹤0.01%
50,992
-2,944
2742
$5.14M ﹤0.01%
125,291
2743
$5.14M ﹤0.01%
277,440
-177,112
2744
$5.14M ﹤0.01%
151,282
-14,783
2745
$5.13M ﹤0.01%
+229,447
2746
$5.13M ﹤0.01%
130,249
+40,079
2747
$5.13M ﹤0.01%
274,835
-543,688
2748
$5.12M ﹤0.01%
259,241
-186,034
2749
$5.12M ﹤0.01%
336,400
+31,482
2750
$5.12M ﹤0.01%
184,093
+22,384