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
101
$2.45B 0.18%
10,082,314
-579,255
102
$2.45B 0.18%
11,090,373
+4,792,463
103
$2.41B 0.17%
12,144,754
+207,297
104
$2.4B 0.17%
9,732,766
-368,154
105
$2.36B 0.17%
41,712,995
+730,020
106
$2.35B 0.17%
12,042,024
-1,332,989
107
$2.35B 0.17%
39,406,720
+1,274,168
108
$2.3B 0.17%
55,139,826
-1,108,138
109
$2.3B 0.17%
9,059,526
+512,598
110
$2.28B 0.17%
47,734,517
+2,616,275
111
$2.26B 0.16%
77,971,216
+498,970
112
$2.2B 0.16%
27,921,980
+60,864
113
$2.19B 0.16%
8,513,941
+456,304
114
$2.18B 0.16%
18,670,990
+446,604
115
$2.18B 0.16%
17,197,041
+5,313,951
116
$2.18B 0.16%
9,640,564
+168,518
117
$2.16B 0.16%
10,703,633
+329,373
118
$2.16B 0.16%
11,457,890
-794,936
119
$2.15B 0.16%
34,556,203
+361,864
120
$2.12B 0.15%
23,500,143
-4,769,328
121
$2.07B 0.15%
24,770,307
-303,633
122
$2.06B 0.15%
8,965,456
+598,307
123
$2.03B 0.15%
18,515,431
-1,164,094
124
$2.03B 0.15%
24,266,103
+960,608
125
$2.01B 0.15%
8,623,356
-652,219
3 4
5
6 7