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
1101
$122M 0.01%
979,311
+301,108
1102
$122M 0.01%
1,950,718
+20,493
1103
$121M 0.01%
865,559
+14,466
1104
$121M 0.01%
1,780,084
+310,958
1105
$121M 0.01%
1,114,517
-632,766
1106
$121M 0.01%
1,106,768
+16,287
1107
$121M 0.01%
1,438,111
+2,641
1108
$121M 0.01%
759,816
-77,308
1109
$121M 0.01%
877,038
+58,062
1110
$120M 0.01%
6,496,922
+1,016,393
1111
$120M 0.01%
658,421
+144,809
1112
$120M 0.01%
2,343,803
+155,326
1113
$120M 0.01%
3,800,376
-108,089
1114
$120M 0.01%
500,860
+151,196
1115
$119M 0.01%
5,146,110
+38,970
1116
$119M 0.01%
537,873
+249,893
1117
$119M 0.01%
2,630,658
+1,005,555
1118
$119M 0.01%
953,104
-1,670,257
1119
$119M 0.01%
1,874,845
+927,638
1120
$118M 0.01%
3,733,209
-250,194
1121
$118M 0.01%
9,855,618
+215,347
1122
$118M 0.01%
1,916,094
+210,699
1123
$118M 0.01%
1,024,656
+69,298
1124
$118M 0.01%
683,907
+62,484
1125
$118M 0.01%
543,544
-133,984
43 44
45
46 47