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
651
$295M 0.02%
8,677,060
+1,865,331
652
$295M 0.02%
2,111,317
-4,000
653
$295M 0.02%
2,125,112
+90,407
654
$295M 0.02%
4,594,294
+203,820
655
$293M 0.02%
5,684,989
-7,383,674
656
$293M 0.02%
1,568,881
-30,186
657
$292M 0.02%
593,734
-28,299
658
$292M 0.02%
8,013,417
+4,198,365
659
$292M 0.02%
971,485
+301,449
660
$290M 0.02%
1,429,968
-760
661
$290M 0.02%
13,829,893
-2,180,864
662
$289M 0.02%
3,996,392
-1,723,052
663
$288M 0.02%
1,757,074
-51,414
664
$288M 0.02%
6,374,459
-76,070
665
$287M 0.02%
6,456,956
-590,953
666
$287M 0.02%
1,353,944
-89,331
667
$287M 0.02%
14,806,682
+6,597,087
668
$286M 0.02%
15,004,907
+3,368,801
669
$285M 0.02%
2,310,621
-775,323
670
$283M 0.02%
2,956,793
-745,041
671
$282M 0.02%
1,309,206
+481,949
672
$281M 0.02%
1,209,220
-62,233
673
$281M 0.02%
4,355,970
+1,258,055
674
$281M 0.02%
20,930,746
-3,937,646
675
$280M 0.02%
1,868,474
+55,231
25 26
27
28 29