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
1351
$87M 0.01%
877,612
+46,055
1352
$86.9M 0.01%
2,162,162
-3,252,287
1353
$86.8M 0.01%
2,133,473
-3,900
1354
$86.8M 0.01%
1,106,124
-15,933
1355
$86.7M 0.01%
1,651,694
+168,738
1356
$86.6M 0.01%
885,384
+48,268
1357
$86.6M 0.01%
450,843
-8,003
1358
$86.5M 0.01%
2,660,319
-102,842
1359
$86.5M 0.01%
1,634,740
+133,814
1360
$86.4M 0.01%
1,725,078
+259,385
1361
$86.3M 0.01%
662,501
+46,818
1362
$86.3M 0.01%
596,018
-313,542
1363
$86.1M 0.01%
1,052,743
+51,599
1364
$86.1M 0.01%
442,898
+102,836
1365
$86M 0.01%
4,145,335
-414,921
1366
$85.7M 0.01%
1,076,382
+46,375
1367
$85.6M 0.01%
625,834
+229,606
1368
$85.6M 0.01%
5,511,008
+551,269
1369
$85.6M 0.01%
2,061,062
+27,251
1370
$85.5M 0.01%
2,270,119
+109,946
1371
$85.5M 0.01%
2,071,842
-51,652
1372
$85M 0.01%
1,735,305
-248,490
1373
$85M 0.01%
1,166,079
-1,329,768
1374
$85M 0.01%
868,233
-65,831
1375
$84.9M 0.01%
3,624,853
-90,162
53 54
55
56 57