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
1501
$72.6M 0.01%
2,208,588
+323,903
1502
$72.4M 0.01%
3,426,114
-582,900
1503
$72.3M 0.01%
1,173,274
-133,068
1504
$72.2M 0.01%
821,042
-31,933
1505
$72.1M 0.01%
750,661
-14,037
1506
$72.1M 0.01%
755,097
+128,018
1507
$72.1M 0.01%
1,188,779
+122,208
1508
$71.9M 0.01%
2,569,333
+453,741
1509
$71.9M 0.01%
4,370,658
-1,231,401
1510
$71.9M 0.01%
3,959,105
-107,487
1511
$71.8M 0.01%
2,848,348
-261,659
1512
$71.8M 0.01%
910,420
-14,960
1513
$71.6M 0.01%
10,818,183
+9,889,157
1514
$71.6M 0.01%
341,118
-48,314
1515
$71.2M 0.01%
4,114,517
-51,069
1516
$71.1M 0.01%
2,317,434
+112,669
1517
$71.1M 0.01%
541,636
+113,438
1518
$71M 0.01%
5,217,911
+1,170,757
1519
$71M 0.01%
3,596,720
-76,152
1520
$70.9M 0.01%
675,922
+38,286
1521
$70.7M 0.01%
791,452
+79,997
1522
$70.7M 0.01%
1,890,706
+222,864
1523
$70.5M 0.01%
3,349,692
-84,439
1524
$70.5M 0.01%
3,511,266
+549,432
1525
$70.4M 0.01%
6,206,839
+438,345
59 60
61
62 63