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
1751
$54.4M ﹤0.01%
1,259,605
-7,558
1752
$54.2M ﹤0.01%
1,752,163
+370,641
1753
$54.2M ﹤0.01%
2,316,833
-1,580,825
1754
$54.1M ﹤0.01%
3,417,665
-188,617
1755
$54M ﹤0.01%
1,260,267
+7,041
1756
$54M ﹤0.01%
497,721
+86,682
1757
$54M ﹤0.01%
1,107,913
-32,982
1758
$53.9M ﹤0.01%
5,172,071
-1
1759
$53.9M ﹤0.01%
723,937
-5,193
1760
$53.8M ﹤0.01%
228,550
+53,856
1761
$53.8M ﹤0.01%
259,643
-6,711
1762
$53.8M ﹤0.01%
646,270
-20,151
1763
$53.7M ﹤0.01%
464,894
-32,485
1764
$53.7M ﹤0.01%
4,070,216
-914,605
1765
$53.6M ﹤0.01%
666,054
+75,396
1766
$53.6M ﹤0.01%
2,817,475
-29,688
1767
$53.5M ﹤0.01%
2,250,519
+655,149
1768
$53.4M ﹤0.01%
8,133,149
+45,269
1769
$53.4M ﹤0.01%
8,139,705
+3,430,316
1770
$53.3M ﹤0.01%
1,566,520
-83,944
1771
$53.2M ﹤0.01%
304,862
+20,137
1772
$53.1M ﹤0.01%
851,259
+77,437
1773
$53.1M ﹤0.01%
5,077,287
+1,046,027
1774
$53.1M ﹤0.01%
775,075
+140,850
1775
$53M ﹤0.01%
186,789
+11,355
69 70
71
72 73