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
1076
$125M 0.01%
5,544,282
+58,872
1077
$125M 0.01%
1,734,848
+176,853
1078
$125M 0.01%
6,145,873
-230,113
1079
$125M 0.01%
4,444,475
+2,251,265
1080
$125M 0.01%
2,760,014
+76,185
1081
$125M 0.01%
4,671,270
+137,059
1082
$125M 0.01%
4,548,372
+89,767
1083
$124M 0.01%
738,496
+64,528
1084
$124M 0.01%
4,847,727
+754,679
1085
$124M 0.01%
1,905,219
+202,071
1086
$124M 0.01%
3,423,349
-763,318
1087
$124M 0.01%
364,367
-10,830
1088
$124M 0.01%
3,234,597
+509,331
1089
$124M 0.01%
2,430,510
+338,647
1090
$124M 0.01%
888,585
-126,656
1091
$123M 0.01%
3,289,958
-1,374,710
1092
$123M 0.01%
315,362
-19,139
1093
$123M 0.01%
2,946,590
+246,076
1094
$123M 0.01%
1,601,384
-140,007
1095
$123M 0.01%
2,970,741
+388,654
1096
$123M 0.01%
727,816
-546
1097
$122M 0.01%
385,423
-24,658
1098
$122M 0.01%
3,307,325
-335,787
1099
$122M 0.01%
14,505,498
+7,506,187
1100
$122M 0.01%
3,775,308
-417,537
42 43
44
45 46