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
676
$279M 0.02%
1,228,200
-8,478
677
$279M 0.02%
2,847,649
+179,168
678
$278M 0.02%
6,635,156
+98,896
679
$278M 0.02%
1,291,020
+79,510
680
$277M 0.02%
3,671,066
+112,998
681
$277M 0.02%
1,047,256
-61,441
682
$276M 0.02%
13,991,865
+42,962
683
$276M 0.02%
8,497,838
+98,611
684
$276M 0.02%
28,125
+2,951
685
$275M 0.02%
2,785,674
-247,097
686
$275M 0.02%
2,178,106
-1,046,706
687
$275M 0.02%
3,338,989
+216,651
688
$274M 0.02%
2,600,093
+60,800
689
$274M 0.02%
5,763,036
+163,731
690
$273M 0.02%
7,075,081
-1,397,357
691
$273M 0.02%
13,708,285
-4,418,759
692
$273M 0.02%
2,124,491
+73,102
693
$271M 0.02%
5,623,444
+48,323
694
$270M 0.02%
5,684,085
+383,521
695
$269M 0.02%
1,387,579
+11,291
696
$269M 0.02%
3,428,019
-438,793
697
$268M 0.02%
2,715,625
+626,424
698
$267M 0.02%
14,421,753
-1,111,859
699
$266M 0.02%
1,716,137
-173,621
700
$266M 0.02%
4,886,941
+482,197
26 27
28
29 30