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
1476
$74.4M 0.01%
859,692
+204,698
1477
$74.3M 0.01%
2,130,412
-276,019
1478
$74.1M 0.01%
430,854
+13,421
1479
$74M 0.01%
5,976,086
+361,839
1480
$74M 0.01%
894,164
-18,068
1481
$74M 0.01%
2,659,516
+421,858
1482
$73.9M 0.01%
1,737,452
+204,238
1483
$73.8M 0.01%
1,095,869
-155,823
1484
$73.8M 0.01%
1,047,412
-265,124
1485
$73.7M 0.01%
749,887
-2,066
1486
$73.6M 0.01%
712,966
-47,651
1487
$73.6M 0.01%
16,690,058
-3,550,665
1488
$73.6M 0.01%
677,120
+26,287
1489
$73.4M 0.01%
2,686,178
-948,194
1490
$73.3M 0.01%
747,890
+14,326
1491
$73.2M 0.01%
4,218,817
+297,389
1492
$73.1M 0.01%
3,230,940
+68,078
1493
$73.1M 0.01%
734,285
+29,063
1494
$73.1M 0.01%
1,293,001
+260,277
1495
$73M 0.01%
3,440,435
-77,463
1496
$72.9M 0.01%
1,098,940
+139,771
1497
$72.9M 0.01%
7,065,330
-290,799
1498
$72.8M 0.01%
4,792,049
-672,848
1499
$72.7M 0.01%
1,887,500
-157,319
1500
$72.7M 0.01%
661,195
+250,738
58 59
60
61 62