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
1676
$58.7M ﹤0.01%
713,710
+30,367
1677
$58.7M ﹤0.01%
2,772,365
+694,748
1678
$58.6M ﹤0.01%
695,765
-5,392
1679
$58.6M ﹤0.01%
1,017,760
+489,251
1680
$58.6M ﹤0.01%
1,545,045
+17,728
1681
$58.4M ﹤0.01%
1,170,443
+34,115
1682
$58.4M ﹤0.01%
893,618
+29,281
1683
$58.4M ﹤0.01%
1,724,637
+360,106
1684
$58.4M ﹤0.01%
2,884,231
+922,353
1685
$58.3M ﹤0.01%
1,257,195
+482,428
1686
$58.1M ﹤0.01%
2,659,794
+444,878
1687
$58M ﹤0.01%
364,020
+10,427
1688
$58M ﹤0.01%
424,185
+32,100
1689
$57.9M ﹤0.01%
1,642,629
+102,135
1690
$57.9M ﹤0.01%
793,505
-126,775
1691
$57.8M ﹤0.01%
323,237
+69,586
1692
$57.7M ﹤0.01%
943,260
-62,716
1693
$57.7M ﹤0.01%
705,255
+66,941
1694
$57.7M ﹤0.01%
1,630,115
+251,329
1695
$57.7M ﹤0.01%
3,160,145
+299,705
1696
$57.5M ﹤0.01%
403,088
+70,412
1697
$57.4M ﹤0.01%
323,808
-6,891
1698
$57.4M ﹤0.01%
208,504
-14,467
1699
$57.4M ﹤0.01%
713,125
+1,696
1700
$57.4M ﹤0.01%
405,117
-1,285
66 67
68
69 70