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
1651
$60.6M ﹤0.01%
649,295
-126,552
1652
$60.4M ﹤0.01%
2,755,970
-709
1653
$60.4M ﹤0.01%
6,452,027
+226,761
1654
$60.4M ﹤0.01%
47,071
+551
1655
$60.3M ﹤0.01%
561,560
-229,977
1656
$60.3M ﹤0.01%
7,956,446
+148,463
1657
$60.3M ﹤0.01%
3,593,285
-4,068,894
1658
$60.1M ﹤0.01%
902,440
+195,497
1659
$60.1M ﹤0.01%
1,029,233
+199,460
1660
$60M ﹤0.01%
972,194
+390
1661
$60M ﹤0.01%
1,945,224
-378,820
1662
$59.9M ﹤0.01%
3,472,541
+28,112
1663
$59.9M ﹤0.01%
1,477,336
+52,699
1664
$59.8M ﹤0.01%
846,922
-23,147
1665
$59.7M ﹤0.01%
821,848
-20,194
1666
$59.6M ﹤0.01%
4,447,410
-1,926,360
1667
$59.5M ﹤0.01%
2,312,078
+6,202
1668
$59.5M ﹤0.01%
991,564
+25,837
1669
$59.5M ﹤0.01%
2,303,650
+389,956
1670
$59.5M ﹤0.01%
1,421,933
-76,102
1671
$59.5M ﹤0.01%
210,421
+42,944
1672
$59.4M ﹤0.01%
582,121
+14,342
1673
$59.3M ﹤0.01%
1,513,258
-195,063
1674
$59M ﹤0.01%
3,356,425
+1,186,940
1675
$58.8M ﹤0.01%
4,165,142
+327,656
65 66
67
68 69