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
2901
$17.9M ﹤0.01%
540,267
-2,563
2902
$17.8M ﹤0.01%
4,321,589
-539,239
2903
$17.8M ﹤0.01%
660,803
-22,693
2904
$17.8M ﹤0.01%
799,950
-70,726
2905
$17.8M ﹤0.01%
1,321,079
+346,644
2906
$17.7M ﹤0.01%
518,311
-373,253
2907
$17.7M ﹤0.01%
291,090
-73,056
2908
$17.7M ﹤0.01%
2,918,844
-215,165
2909
$17.7M ﹤0.01%
302,500
+46,403
2910
$17.7M ﹤0.01%
10,037,851
+5,304,715
2911
$17.7M ﹤0.01%
362,351
+7,165
2912
$17.7M ﹤0.01%
945,945
-71,557
2913
$17.6M ﹤0.01%
1,992,934
-38,355
2914
$17.6M ﹤0.01%
245,342
+1,454
2915
$17.6M ﹤0.01%
875,889
-122,487
2916
$17.6M ﹤0.01%
214,682
+1,913
2917
$17.6M ﹤0.01%
2,464,188
+564,546
2918
$17.5M ﹤0.01%
214,266
+79,031
2919
$17.4M ﹤0.01%
4,104,336
-546,159
2920
$17.4M ﹤0.01%
1,455,244
-504,769
2921
$17.4M ﹤0.01%
1,621,943
+292,296
2922
$17.4M ﹤0.01%
2,494,341
+23,199
2923
$17.4M ﹤0.01%
1,920,704
-486,350
2924
$17.3M ﹤0.01%
1,814,334
+1,094,463
2925
$17.3M ﹤0.01%
1,668,760
-810,773
115 116
117
118 119