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
3401
$10M ﹤0.01%
260,099
-46,271
3402
$9.97M ﹤0.01%
167,421
+14,496
3403
$9.94M ﹤0.01%
661,158
+98,797
3404
$9.93M ﹤0.01%
678,415
-408,639
3405
$9.91M ﹤0.01%
277,520
+17,485
3406
$9.9M ﹤0.01%
869,097
+208,272
3407
$9.89M ﹤0.01%
2,549,080
+997,602
3408
$9.88M ﹤0.01%
1,556,169
+931,912
3409
$9.87M ﹤0.01%
158,618
+267
3410
$9.85M ﹤0.01%
393,330
+101,195
3411
$9.82M ﹤0.01%
727,885
+17,554
3412
$9.82M ﹤0.01%
513,931
-69,441
3413
$9.81M ﹤0.01%
488,844
+202,287
3414
$9.8M ﹤0.01%
491,992
+259,886
3415
$9.79M ﹤0.01%
1,020,160
-133,177
3416
$9.79M ﹤0.01%
221,616
+19,966
3417
$9.78M ﹤0.01%
1,545,508
+1,276,875
3418
$9.76M ﹤0.01%
941,156
+295,084
3419
$9.76M ﹤0.01%
902,419
-110,846
3420
$9.74M ﹤0.01%
285,362
-479
3421
$9.73M ﹤0.01%
313,619
+37,712
3422
$9.72M ﹤0.01%
887,977
+7,810
3423
$9.71M ﹤0.01%
854,658
+146,965
3424
$9.7M ﹤0.01%
316,000
+16,222
3425
$9.7M ﹤0.01%
167,892
+28,012