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
701
$266M 0.02%
7,517,667
+370,648
702
$265M 0.02%
2,804,126
-83,916
703
$265M 0.02%
5,005,576
-939,730
704
$259M 0.02%
1,949,131
-471,993
705
$259M 0.02%
9,719,128
+16,748
706
$258M 0.02%
6,220,594
+42,070
707
$257M 0.02%
17,503,611
-1,195,699
708
$255M 0.02%
6,069,700
+141,993
709
$255M 0.02%
688,703
-271,380
710
$255M 0.02%
1,938,427
+195,344
711
$253M 0.02%
420,518
-13,315
712
$251M 0.02%
1,309,753
-14,586
713
$250M 0.02%
7,733,448
-927,605
714
$250M 0.02%
1,902,049
+203,805
715
$249M 0.02%
2,903,286
+35,601
716
$249M 0.02%
27,647,267
+2,646,972
717
$248M 0.02%
14,817,930
-930,258
718
$248M 0.02%
841,507
+19,118
719
$248M 0.02%
4,343,406
-2,075,053
720
$248M 0.02%
717,543
+18,220
721
$248M 0.02%
6,595,639
+659,331
722
$247M 0.02%
3,319,744
-16,458
723
$247M 0.02%
2,349,289
-187,651
724
$246M 0.02%
5,180,705
+894,542
725
$246M 0.02%
3,111,198
-28,471
27 28
29
30 31