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
426
$562M 0.04%
9,816,075
-236,788
427
$561M 0.04%
7,724,825
+808,845
428
$558M 0.04%
9,693,730
+1,718,037
429
$556M 0.04%
11,957,057
+250,324
430
$554M 0.04%
6,272,668
+205,958
431
$552M 0.04%
18,964,507
-3,593,346
432
$551M 0.04%
4,453,557
-212,460
433
$551M 0.04%
3,840,359
+25,562
434
$551M 0.04%
16,385,005
+46,789
435
$547M 0.04%
4,947,710
+193,512
436
$546M 0.04%
12,672,465
-183,331
437
$545M 0.04%
7,116,619
+1,247,075
438
$544M 0.04%
14,953,643
+2,496,258
439
$542M 0.04%
17,278,185
+2,098,916
440
$541M 0.04%
6,984,954
+5,159,156
441
$540M 0.04%
3,606,261
-18,989
442
$540M 0.04%
11,523,939
+12,748
443
$539M 0.04%
9,206,033
-862,965
444
$537M 0.04%
3,846,289
-60,267
445
$537M 0.04%
8,264,083
+175,694
446
$536M 0.04%
2,325,798
+514,753
447
$535M 0.04%
6,935,809
+289,992
448
$534M 0.04%
7,509,757
+1,267,974
449
$534M 0.04%
5,441,353
+533,429
450
$533M 0.04%
4,088,856
+3,073
16 17
18
19 20