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
1301
$92.8M 0.01%
3,240,687
-95,232
1302
$92.8M 0.01%
5,129,826
+469,268
1303
$92.7M 0.01%
1,123,729
-29,154
1304
$92.7M 0.01%
1,396,350
+377,422
1305
$92.5M 0.01%
3,684,180
+263,242
1306
$92.4M 0.01%
390,874
-15,628
1307
$92.3M 0.01%
10,145,181
+1,070,088
1308
$92.2M 0.01%
468,198
-13,576
1309
$92M 0.01%
4,186,160
-488,943
1310
$91.7M 0.01%
13,734,149
-2,022,730
1311
$91.7M 0.01%
613,352
+53,324
1312
$91.5M 0.01%
439,440
+54,856
1313
$91.5M 0.01%
1,973,460
-55,759
1314
$91.2M 0.01%
1,189,731
+69,551
1315
$91.2M 0.01%
3,610,117
+705,040
1316
$91.1M 0.01%
3,808,206
+200,493
1317
$91.1M 0.01%
11,752,087
-137,270
1318
$91.1M 0.01%
2,832,216
-377,894
1319
$91M 0.01%
2,781,298
-503,774
1320
$91M 0.01%
1,471,512
-592,765
1321
$90.9M 0.01%
1,297,594
+80,118
1322
$90.8M 0.01%
714,406
-469,630
1323
$90.7M 0.01%
3,669,550
-52,883
1324
$90.7M 0.01%
3,282,925
+781,642
1325
$90.5M 0.01%
5,375,390
-1,615,681
51 52
53
54 55