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
326
$761M 0.06%
7,945,448
+260,437
327
$755M 0.05%
10,314,196
-111,684
328
$755M 0.05%
1,496,331
-6,905
329
$754M 0.05%
3,756,951
-121,930
330
$754M 0.05%
11,435,065
+295,877
331
$748M 0.05%
4,048,311
-11,185
332
$737M 0.05%
12,315,256
+218,398
333
$735M 0.05%
1,563,391
+159,978
334
$728M 0.05%
11,718,948
+1,467,337
335
$727M 0.05%
4,827,753
-537,864
336
$726M 0.05%
2,556,563
+50,967
337
$725M 0.05%
7,814,282
+649,848
338
$722M 0.05%
5,076,516
-188,389
339
$721M 0.05%
9,301,061
+607,823
340
$714M 0.05%
2,713,081
+9,649
341
$712M 0.05%
4,396,667
+6,157
342
$697M 0.05%
8,382,040
+273,212
343
$697M 0.05%
3,401,540
+6,278
344
$695M 0.05%
9,808,873
+10,970
345
$694M 0.05%
21,845,316
+4,203,332
346
$694M 0.05%
5,313,919
-593,317
347
$692M 0.05%
6,256,997
+1,042,979
348
$692M 0.05%
1,214,300
+66,423
349
$690M 0.05%
15,097,227
-663,712
350
$688M 0.05%
4,007,448
+104,627
12 13
14
15 16