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
1176
$110M 0.01%
1,958,028
+150,601
1177
$110M 0.01%
2,325,587
-358,903
1178
$110M 0.01%
222,265
-39,167
1179
$110M 0.01%
833,115
-18,460
1180
$109M 0.01%
5,154,936
+1,353,392
1181
$109M 0.01%
1,356,234
-8,702
1182
$109M 0.01%
2,143,017
+322,377
1183
$109M 0.01%
377,885
+114,613
1184
$109M 0.01%
3,419,538
+119,572
1185
$108M 0.01%
866,238
-1,134,673
1186
$108M 0.01%
828,488
+47,634
1187
$108M 0.01%
1,384,011
+175,045
1188
$107M 0.01%
1,607,061
+84,764
1189
$107M 0.01%
7,392,814
+1,308,473
1190
$107M 0.01%
1,029,054
+13,748
1191
$107M 0.01%
3,152,773
+391,932
1192
$106M 0.01%
1,008,175
+23,256
1193
$106M 0.01%
1,108,983
-60,155
1194
$106M 0.01%
3,384,353
-113,592
1195
$106M 0.01%
663,774
+12,365
1196
$106M 0.01%
2,598,796
-1,382,168
1197
$105M 0.01%
4,384,806
+909,106
1198
$105M 0.01%
1,360,052
+14,970
1199
$105M 0.01%
10,016,614
+272,748
1200
$105M 0.01%
729,662
-31,311
46 47
48
49 50