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
1126
$117M 0.01%
5,132,217
-64,297
1127
$117M 0.01%
1,008,559
+72,168
1128
$117M 0.01%
2,495,348
-24,164
1129
$117M 0.01%
3,045,373
-579,640
1130
$117M 0.01%
907,293
+63,577
1131
$116M 0.01%
3,827,408
-53,021
1132
$116M 0.01%
1,354,755
+109,310
1133
$116M 0.01%
1,145,082
-88,719
1134
$116M 0.01%
1,218,893
+92,934
1135
$116M 0.01%
2,123,535
+346,443
1136
$116M 0.01%
580,468
-77,909
1137
$115M 0.01%
888,315
+99,794
1138
$115M 0.01%
407,023
+70,218
1139
$115M 0.01%
504,138
-336,292
1140
$115M 0.01%
3,186,129
-77,981
1141
$115M 0.01%
1,549,875
+31,454
1142
$115M 0.01%
7,308,742
+168,552
1143
$115M 0.01%
4,022,311
+72,853
1144
$115M 0.01%
1,330,228
+228,427
1145
$115M 0.01%
858,566
-16,454
1146
$115M 0.01%
1,344,677
-243,705
1147
$115M 0.01%
1,159,885
+18,779
1148
$115M 0.01%
3,570,807
-181,097
1149
$114M 0.01%
825,262
-68,083
1150
$114M 0.01%
1,583,984
+110,705
44 45
46
47 48