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
376
$637M 0.05%
3,339,490
-363,316
377
$637M 0.05%
6,111,353
+42,503
378
$637M 0.05%
2,310,779
-58,819
379
$636M 0.05%
12,529,809
-109,973
380
$634M 0.05%
1,970,658
+32,328
381
$632M 0.05%
1,683,187
+52,506
382
$632M 0.05%
15,579,251
-397,921
383
$632M 0.05%
4,502,175
-185,396
384
$631M 0.05%
11,802,690
+779,678
385
$626M 0.05%
3,450,280
+181,399
386
$625M 0.05%
5,532,383
-84,691
387
$623M 0.05%
6,779,141
+41,794
388
$621M 0.05%
3,412,234
+79,223
389
$621M 0.05%
2,892,979
+174,096
390
$615M 0.04%
15,408,476
+2,179,255
391
$614M 0.04%
9,487,547
+154,635
392
$612M 0.04%
13,658,084
-3,137,424
393
$611M 0.04%
103,202,344
+19,888,397
394
$611M 0.04%
6,834,238
+95,093
395
$610M 0.04%
12,244,781
-44,270
396
$608M 0.04%
15,271,836
-2,936,042
397
$605M 0.04%
5,938,927
+2,882,598
398
$605M 0.04%
12,236,493
+288,554
399
$602M 0.04%
7,254,623
+260,331
400
$601M 0.04%
6,223,477
+142,976
14 15
16
17 18