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
351
$687M 0.05%
2,608,270
-104,152
352
$686M 0.05%
3,421,355
-249,190
353
$684M 0.05%
1,172,609
-107,334
354
$676M 0.05%
30,598,138
+5,029,144
355
$674M 0.05%
18,876,078
+227,242
356
$674M 0.05%
17,526,301
+37,006
357
$670M 0.05%
4,994,148
+446,750
358
$667M 0.05%
9,828,976
+118,396
359
$666M 0.05%
4,691,061
+32,368
360
$665M 0.05%
13,007,577
+755,730
361
$664M 0.05%
2,898,132
-53,704
362
$663M 0.05%
2,076,534
+56,301
363
$659M 0.05%
7,476,244
+18,413
364
$658M 0.05%
2,925,321
-382,702
365
$655M 0.05%
4,854,070
+21,765
366
$650M 0.05%
10,972,074
-272,473
367
$650M 0.05%
6,584,694
-63,809
368
$647M 0.05%
14,320,028
-2,116,491
369
$644M 0.05%
8,715,298
-96,996
370
$643M 0.05%
6,671,164
-268,299
371
$642M 0.05%
9,505,715
+92,379
372
$641M 0.05%
3,715,692
+240,067
373
$639M 0.05%
2,571,963
+21,205
374
$638M 0.05%
15,310,660
+7,245,180
375
$637M 0.05%
4,290,784
-37,179
13 14
15
16 17