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
1201
$105M 0.01%
2,082,048
-381
1202
$105M 0.01%
2,156,487
-11,067
1203
$105M 0.01%
625,434
-157,082
1204
$104M 0.01%
1,796,543
+4,477
1205
$104M 0.01%
742,829
+159,915
1206
$104M 0.01%
3,051,203
-391,011
1207
$104M 0.01%
3,034,717
+761,458
1208
$104M 0.01%
7,129,393
+876,641
1209
$104M 0.01%
9,430,436
+381,806
1210
$104M 0.01%
309,614
+22,726
1211
$104M 0.01%
3,748,614
-344,049
1212
$104M 0.01%
2,568,096
-1,581,179
1213
$103M 0.01%
1,447,900
+107,224
1214
$103M 0.01%
1,199,213
+276,316
1215
$103M 0.01%
8,352,346
+19,902
1216
$103M 0.01%
3,371,810
-317,617
1217
$103M 0.01%
2,306,102
-100,166
1218
$103M 0.01%
2,192,165
-322,675
1219
$102M 0.01%
1,469,520
-103,979
1220
$102M 0.01%
2,132,879
+602,549
1221
$102M 0.01%
1,204,798
+5,277
1222
$102M 0.01%
569,181
-191,880
1223
$102M 0.01%
1,754,665
-884,587
1224
$102M 0.01%
1,362,826
+297,406
1225
$102M 0.01%
2,224,849
+46,292
47 48
49
50 51