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
2726
$21.5M ﹤0.01%
721,386
+294,557
2727
$21.5M ﹤0.01%
778,055
-81,542
2728
$21.4M ﹤0.01%
1,064,723
-41,432
2729
$21.4M ﹤0.01%
629,242
+245,010
2730
$21.3M ﹤0.01%
489,457
-253,435
2731
$21.3M ﹤0.01%
3,440,273
-49,495
2732
$21.3M ﹤0.01%
4,739,374
+758,006
2733
$21.3M ﹤0.01%
504,400
+49,034
2734
$21.3M ﹤0.01%
853,990
-104,248
2735
$21.3M ﹤0.01%
1,069,675
-222,312
2736
$21.3M ﹤0.01%
403,299
-256,136
2737
$21.2M ﹤0.01%
1,489,395
+181,139
2738
$21.2M ﹤0.01%
1,361,943
-73,272
2739
$21.2M ﹤0.01%
411,881
+33,882
2740
$21.2M ﹤0.01%
244,618
-120,350
2741
$21.2M ﹤0.01%
365,297
+29,628
2742
$21.2M ﹤0.01%
408,785
+1,224
2743
$21.1M ﹤0.01%
2,368,068
+288,262
2744
$21.1M ﹤0.01%
300,001
-100,000
2745
$21.1M ﹤0.01%
784,316
+28,416
2746
$21.1M ﹤0.01%
917,139
+214,811
2747
$21M ﹤0.01%
599,480
-25,222
2748
$21M ﹤0.01%
474,663
-90,991
2749
$21M ﹤0.01%
240,625
-6,764
2750
$21M ﹤0.01%
918,757
+6,055
108 109
110
111 112