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
1001
$144M 0.01%
1,347,168
-145,496
1002
$144M 0.01%
401,463
-405,525
1003
$144M 0.01%
657,393
-37,219
1004
$144M 0.01%
3,481,400
-274,307
1005
$143M 0.01%
13,233,888
+1,897,540
1006
$143M 0.01%
1,495,260
+7,982
1007
$143M 0.01%
2,282,176
-32,969
1008
$143M 0.01%
8,532,335
+3,653,904
1009
$143M 0.01%
1,391,886
+661,668
1010
$142M 0.01%
2,146,308
-108,166
1011
$141M 0.01%
10,850,571
+330,311
1012
$141M 0.01%
27,729,672
+905,875
1013
$141M 0.01%
2,174,200
+26,825
1014
$141M 0.01%
4,425,223
+1,018,929
1015
$141M 0.01%
3,177,704
-127,692
1016
$141M 0.01%
1,591,986
+128,501
1017
$141M 0.01%
1,365,316
-337,421
1018
$141M 0.01%
1,291,473
+113,226
1019
$141M 0.01%
1,580,904
-124,158
1020
$140M 0.01%
4,429,761
+108,830
1021
$140M 0.01%
1,056,930
+114,686
1022
$140M 0.01%
538,463
-28,232
1023
$140M 0.01%
1,162,959
-14,565
1024
$140M 0.01%
2,496,864
+352,840
1025
$139M 0.01%
3,556,259
-18,256
39 40
41
42 43