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
1251
$98.6M 0.01%
1,244,663
-178,462
1252
$98.3M 0.01%
1,770,932
+428,728
1253
$98.3M 0.01%
1,540,135
-821,734
1254
$98.3M 0.01%
1,922,063
-27,094
1255
$98.2M 0.01%
736,856
+261,053
1256
$98.2M 0.01%
2,778,399
-981,234
1257
$98.1M 0.01%
3,236,143
+136,440
1258
$97.9M 0.01%
5,118,194
-183,585
1259
$97.9M 0.01%
223,786
+32,065
1260
$97.8M 0.01%
3,389,785
+1,270,888
1261
$97.5M 0.01%
9,577,335
-260,397
1262
$97.3M 0.01%
2,551,742
+715,205
1263
$97.3M 0.01%
239,085
+30,351
1264
$97.1M 0.01%
3,266,448
+966,430
1265
$96.9M 0.01%
4,396,793
+161,837
1266
$96.6M 0.01%
1,525,618
-133,827
1267
$96.5M 0.01%
486,798
-135,946
1268
$96.4M 0.01%
1,320,991
+498,187
1269
$96.4M 0.01%
872,235
+31,658
1270
$96.3M 0.01%
321,601
-62,272
1271
$96.1M 0.01%
5,474,591
-378,638
1272
$96M 0.01%
10,255,153
+2,661,326
1273
$95.9M 0.01%
4,615,578
-188,525
1274
$95.9M 0.01%
1,964,868
-13,866
1275
$95.8M 0.01%
1,357,640
+188,799
49 50
51
52 53