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
901
$175M 0.01%
11,978,198
+164,135
902
$175M 0.01%
7,575,752
+3,753,383
903
$174M 0.01%
2,934,014
-208,567
904
$174M 0.01%
1,796,130
+76,788
905
$173M 0.01%
3,511,528
-157,965
906
$173M 0.01%
976,923
-275,934
907
$172M 0.01%
941,206
+170,378
908
$172M 0.01%
8,599,618
+4,001,131
909
$172M 0.01%
4,707,311
+282,260
910
$172M 0.01%
497,865
-201,850
911
$171M 0.01%
2,580,509
+94,224
912
$171M 0.01%
2,854,582
-283,252
913
$170M 0.01%
1,025,802
-1,268,813
914
$170M 0.01%
618,563
-122,951
915
$170M 0.01%
2,784,728
-200,728
916
$169M 0.01%
14,579,210
-2,539,324
917
$169M 0.01%
1,305,628
-339,822
918
$169M 0.01%
1,878,031
+113,284
919
$169M 0.01%
6,456,733
+75,032
920
$169M 0.01%
1,635,227
-397,180
921
$168M 0.01%
1,792,692
-777,759
922
$168M 0.01%
962,731
-19,246
923
$167M 0.01%
643,594
+28,468
924
$167M 0.01%
9,272,410
+54,853
925
$167M 0.01%
2,754,341
-120,665
35 36
37
38 39