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
2826
$19.6M ﹤0.01%
325,434
+1,497
2827
$19.5M ﹤0.01%
1,152,877
+131,693
2828
$19.5M ﹤0.01%
1,502,720
+5,133
2829
$19.4M ﹤0.01%
1,732,350
+37,503
2830
$19.4M ﹤0.01%
637,384
+26,521
2831
$19.4M ﹤0.01%
2,001,388
-664,757
2832
$19.4M ﹤0.01%
1,002,365
+69,415
2833
$19.3M ﹤0.01%
385,182
+61,956
2834
$19.3M ﹤0.01%
363,608
+101,231
2835
$19.2M ﹤0.01%
655,064
-19,470
2836
$19.2M ﹤0.01%
264,204
+49,366
2837
$19.1M ﹤0.01%
130,099
+11,157
2838
$19.1M ﹤0.01%
622,793
+406,415
2839
$19.1M ﹤0.01%
1,062,746
+171,453
2840
$19M ﹤0.01%
476,482
+128,680
2841
$19M ﹤0.01%
3,549,556
-1,070,022
2842
$19M ﹤0.01%
1,601,855
+757,604
2843
$19M ﹤0.01%
3,274,057
+443,027
2844
$19M ﹤0.01%
1,042,378
+242,068
2845
$19M ﹤0.01%
1,014,885
+21,543
2846
$19M ﹤0.01%
4,289,651
+3,303,478
2847
$18.9M ﹤0.01%
1,126,417
+197,861
2848
$18.9M ﹤0.01%
450,911
+100,576
2849
$18.9M ﹤0.01%
1,349,408
-2,140,254
2850
$18.9M ﹤0.01%
1,885,642
+486,493
112 113
114
115 116