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
2801
$20.1M ﹤0.01%
4,950,840
-147,696
2802
$20M ﹤0.01%
918,809
-396,129
2803
$20M ﹤0.01%
1,893,500
+455,853
2804
$20M ﹤0.01%
637,144
+80,449
2805
$20M ﹤0.01%
287,128
+64,297
2806
$20M ﹤0.01%
2,314,219
-153,889
2807
$20M ﹤0.01%
1,933,372
+179,709
2808
$19.9M ﹤0.01%
466,964
-259,124
2809
$19.9M ﹤0.01%
702,545
-89,064
2810
$19.8M ﹤0.01%
342,586
+4,650
2811
$19.8M ﹤0.01%
903,589
-3,231
2812
$19.8M ﹤0.01%
589,167
+22,506
2813
$19.8M ﹤0.01%
525,796
+16,118
2814
$19.7M ﹤0.01%
2,595,033
+1,632,309
2815
$19.7M ﹤0.01%
385,125
-173,204
2816
$19.7M ﹤0.01%
315,903
-11,762
2817
$19.7M ﹤0.01%
1,119,258
+286,971
2818
$19.7M ﹤0.01%
579,819
+53,644
2819
$19.7M ﹤0.01%
1,804,798
+53,523
2820
$19.7M ﹤0.01%
1,501,201
-10,220
2821
$19.6M ﹤0.01%
682,676
-3,715
2822
$19.6M ﹤0.01%
1,552,219
-150,516
2823
$19.6M ﹤0.01%
457,804
+453,226
2824
$19.6M ﹤0.01%
469,833
+35,902
2825
$19.6M ﹤0.01%
792,834
+32,670
111 112
113
114 115