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
3001
$16.1M ﹤0.01%
388,508
+113,087
3002
$16M ﹤0.01%
485,535
+184,988
3003
$16M ﹤0.01%
227,084
-16,410
3004
$16M ﹤0.01%
354,758
-18,542
3005
$16M ﹤0.01%
343,452
+45,429
3006
$16M ﹤0.01%
217,486
-23,902
3007
$16M ﹤0.01%
381,908
-46,492
3008
$15.9M ﹤0.01%
840,616
+204,534
3009
$15.9M ﹤0.01%
308,783
-152,242
3010
$15.9M ﹤0.01%
736,297
-634,645
3011
$15.9M ﹤0.01%
1,731,797
+274,651
3012
$15.9M ﹤0.01%
960,279
-3,997,370
3013
$15.9M ﹤0.01%
274,506
+206,341
3014
$15.9M ﹤0.01%
900,605
-113,728
3015
$15.8M ﹤0.01%
1,404,921
+137,354
3016
$15.8M ﹤0.01%
1,183,697
+228,875
3017
$15.8M ﹤0.01%
593,873
+410,065
3018
$15.8M ﹤0.01%
1,008,684
-6,738
3019
$15.8M ﹤0.01%
230,456
+153,106
3020
$15.8M ﹤0.01%
1,818,674
+868,188
3021
$15.8M ﹤0.01%
960,713
+64,553
3022
$15.8M ﹤0.01%
730,488
+120,339
3023
$15.7M ﹤0.01%
1,254,908
+256,591
3024
$15.7M ﹤0.01%
175,037
-37,785
3025
$15.7M ﹤0.01%
523,023
+110,762
119 120
121
122 123