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
1226
$101M 0.01%
2,685,568
+60,088
1227
$101M 0.01%
2,111,857
+572,248
1228
$101M 0.01%
1,604,999
+86,548
1229
$101M 0.01%
5,014,461
+368,376
1230
$101M 0.01%
1,530,218
-48,474
1231
$101M 0.01%
748,808
+13,741
1232
$101M 0.01%
3,207,283
+115,327
1233
$101M 0.01%
31,044,166
-354,428
1234
$100M 0.01%
20,628,176
+738,259
1235
$100M 0.01%
10,884,940
+3,998,738
1236
$99.9M 0.01%
1,714,966
-82,233
1237
$99.9M 0.01%
185,031
+26,813
1238
$99.8M 0.01%
1,114,725
-254,034
1239
$99.7M 0.01%
2,814,320
-1,467,860
1240
$99.5M 0.01%
1,678,901
-105,593
1241
$99.5M 0.01%
2,348,946
+251,339
1242
$99.4M 0.01%
5,285,085
+672,397
1243
$99.4M 0.01%
930,859
+596,595
1244
$99.3M 0.01%
861,489
+24,656
1245
$99.1M 0.01%
1,421,040
-154,749
1246
$99M 0.01%
1,317,185
+52,864
1247
$98.9M 0.01%
5,659,473
-1,060,400
1248
$98.8M 0.01%
1,406,548
+396,122
1249
$98.8M 0.01%
995,279
-69,723
1250
$98.7M 0.01%
1,339,308
+65,282
48 49
50
51 52