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
1451
$76.6M 0.01%
545,621
-1,051
1452
$76.4M 0.01%
1,582,309
+224,249
1453
$76.2M 0.01%
365,567
-25,504
1454
$76.1M 0.01%
5,354,897
+367,945
1455
$76.1M 0.01%
2,660,259
+1,028,597
1456
$76M 0.01%
1,151,727
+4,426
1457
$75.8M 0.01%
2,413,850
-659,811
1458
$75.7M 0.01%
11,524,992
-795,154
1459
$75.7M 0.01%
1,312,650
+4,784
1460
$75.7M 0.01%
9,376,929
-2,994,338
1461
$75.6M 0.01%
10,993,563
+100,970
1462
$75.5M 0.01%
6,398,250
+2,669,598
1463
$75.5M 0.01%
807,543
+138,239
1464
$75.4M 0.01%
958,912
-727
1465
$75.3M 0.01%
362,936
+35,437
1466
$75.3M 0.01%
1,836,056
-64,046
1467
$75.1M 0.01%
1,038,078
+56,064
1468
$75M 0.01%
7,366,728
-73,344
1469
$75M 0.01%
1,396,644
-16,327
1470
$74.9M 0.01%
4,525,635
-843,548
1471
$74.9M 0.01%
1,386,157
-23,859
1472
$74.8M 0.01%
2,641,647
-1,303,172
1473
$74.6M 0.01%
1,818,886
-402,958
1474
$74.4M 0.01%
875,562
+259,252
1475
$74.4M 0.01%
687,930
+6,354
57 58
59
60 61