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
1276
$95.5M 0.01%
5,256,356
-242,171
1277
$95.5M 0.01%
830,464
-444,763
1278
$95.3M 0.01%
22,807,689
+166,454
1279
$95.3M 0.01%
7,462,630
+281,542
1280
$95.1M 0.01%
6,059,491
+287,418
1281
$94.8M 0.01%
1,293,340
-34,873
1282
$94.8M 0.01%
2,019,028
+109,386
1283
$94.7M 0.01%
2,003,339
-372,096
1284
$94.6M 0.01%
1,381,887
+180,961
1285
$94.5M 0.01%
2,079,078
-452,338
1286
$94.5M 0.01%
710,095
+37,811
1287
$94.4M 0.01%
487,084
+77,905
1288
$94.4M 0.01%
5,821,111
+230,807
1289
$94.3M 0.01%
3,533,170
-40,542
1290
$94.3M 0.01%
921,995
+13,515
1291
$94.2M 0.01%
8,920,645
-840,819
1292
$94M 0.01%
1,907,296
-788,628
1293
$93.9M 0.01%
2,399,579
-4,501
1294
$93.9M 0.01%
3,623,840
+517,145
1295
$93.8M 0.01%
11,932,601
-3,991,715
1296
$93.6M 0.01%
1,635,308
+351,150
1297
$93M 0.01%
3,200,284
-42,558
1298
$93M 0.01%
2,288,433
+33,894
1299
$93M 0.01%
2,141,299
+523,971
1300
$92.9M 0.01%
851,117
+13,534
50 51
52
53 54