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
3851
$5.37M ﹤0.01%
1,048,132
+531,672
3852
$5.36M ﹤0.01%
1,279,006
+189,132
3853
$5.34M ﹤0.01%
359,211
-29,047
3854
$5.34M ﹤0.01%
228,488
+54,708
3855
$5.32M ﹤0.01%
776,721
-7,325
3856
$5.31M ﹤0.01%
216,713
-28,404
3857
$5.31M ﹤0.01%
69,745
-3,482
3858
$5.3M ﹤0.01%
114,916
+2,554
3859
$5.3M ﹤0.01%
187,163
-215,949
3860
$5.29M ﹤0.01%
126,848
+10,821
3861
$5.28M ﹤0.01%
644,335
-192,679
3862
$5.27M ﹤0.01%
361,704
+13,807
3863
$5.27M ﹤0.01%
6,058,800
+120,877
3864
$5.27M ﹤0.01%
589,881
+211,520
3865
$5.25M ﹤0.01%
1,406,214
-58,831
3866
$5.24M ﹤0.01%
346,963
+267,342
3867
$5.24M ﹤0.01%
85,760
-104,072
3868
$5.24M ﹤0.01%
293,906
+24,897
3869
$5.22M ﹤0.01%
764,867
+441,985
3870
$5.22M ﹤0.01%
69,471
+5,490
3871
$5.22M ﹤0.01%
1,124,658
+129,542
3872
$5.21M ﹤0.01%
191,004
-66,694
3873
$5.21M ﹤0.01%
1,302,502
+256,838
3874
$5.21M ﹤0.01%
104,053
+5,843
3875
$5.2M ﹤0.01%
216,131
+11,311