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
1376
$84.9M 0.01%
423,260
-3,251
1377
$84.7M 0.01%
1,733,308
+32,301
1378
$84.2M 0.01%
1,573,238
+527,195
1379
$84.2M 0.01%
9,904,530
+6,384,793
1380
$83.8M 0.01%
763,471
+77,874
1381
$83.7M 0.01%
573,907
+28,795
1382
$83.6M 0.01%
296,566
-49,630
1383
$83.6M 0.01%
3,483,427
-175,681
1384
$83.6M 0.01%
21,708,451
+748,183
1385
$83.5M 0.01%
821,613
-10,922
1386
$83.3M 0.01%
1,873,183
-26,144
1387
$83.3M 0.01%
5,281,595
+5,258,479
1388
$83.3M 0.01%
2,073,706
+109,219
1389
$83.2M 0.01%
4,423,376
+152,260
1390
$83.2M 0.01%
2,842,325
+275,267
1391
$83.1M 0.01%
525,758
-37,307
1392
$83M 0.01%
1,349,667
+85,872
1393
$83M 0.01%
1,499,173
+176,317
1394
$83M 0.01%
744,935
+29,319
1395
$82.9M 0.01%
501,342
-27,665
1396
$82.4M 0.01%
5,252,868
-196,411
1397
$82.1M 0.01%
1,264,015
+29,252
1398
$82.1M 0.01%
522,905
+11,269
1399
$82M 0.01%
732,982
+67,184
1400
$82M 0.01%
488,028
-384,425
54 55
56
57 58