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
3026
$15.7M ﹤0.01%
1,087,948
+13,131
3027
$15.7M ﹤0.01%
1,404,488
-76,703
3028
$15.7M ﹤0.01%
804,064
+69,369
3029
$15.7M ﹤0.01%
333,518
+89,402
3030
$15.6M ﹤0.01%
377,304
+96,902
3031
$15.6M ﹤0.01%
245,679
+40,375
3032
$15.6M ﹤0.01%
1,294,715
+28,034
3033
$15.6M ﹤0.01%
1,338,531
+44,072
3034
$15.6M ﹤0.01%
5,444,905
-344,786
3035
$15.6M ﹤0.01%
887,264
-111,610
3036
$15.6M ﹤0.01%
2,664,447
+24,033
3037
$15.5M ﹤0.01%
2,380,214
+724,279
3038
$15.5M ﹤0.01%
166,283
+28,514
3039
$15.5M ﹤0.01%
904,723
+213,886
3040
$15.5M ﹤0.01%
3,358,081
-393,975
3041
$15.5M ﹤0.01%
135,337
+3,429
3042
$15.5M ﹤0.01%
348,973
-247,702
3043
$15.5M ﹤0.01%
1,209,128
-74,698
3044
$15.5M ﹤0.01%
2,835,557
+90,707
3045
$15.5M ﹤0.01%
396,246
-62,523
3046
$15.4M ﹤0.01%
7,663,993
+186,596
3047
$15.4M ﹤0.01%
530,406
+175,723
3048
$15.4M ﹤0.01%
337,928
-63,977
3049
$15.3M ﹤0.01%
518,910
+78,269
3050
$15.3M ﹤0.01%
185,023
+49,819
120 121
122
123 124