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
1776
$53M ﹤0.01%
326,139
-36,823
1777
$52.9M ﹤0.01%
2,576,034
+238,325
1778
$52.9M ﹤0.01%
765,749
-2,209
1779
$52.7M ﹤0.01%
1,936,192
+863,954
1780
$52.7M ﹤0.01%
686,580
+3,027
1781
$52.5M ﹤0.01%
1,310,451
+297,646
1782
$52.5M ﹤0.01%
2,088,504
-390,177
1783
$52.5M ﹤0.01%
994,499
-137,793
1784
$52.4M ﹤0.01%
4,185,625
-2,028,916
1785
$52.4M ﹤0.01%
5,709,107
-334,568
1786
$52.3M ﹤0.01%
1,013,921
-167,259
1787
$52.2M ﹤0.01%
1,576,401
+597,845
1788
$52.2M ﹤0.01%
987,554
-6,980
1789
$52.1M ﹤0.01%
650,773
+82,268
1790
$52.1M ﹤0.01%
2,858,256
-669,005
1791
$51.9M ﹤0.01%
1,785,942
+110,331
1792
$51.9M ﹤0.01%
383,798
-124,966
1793
$51.8M ﹤0.01%
287,440
-21,337
1794
$51.7M ﹤0.01%
720,730
+44,055
1795
$51.7M ﹤0.01%
4,205,307
+726,510
1796
$51.5M ﹤0.01%
8,368,769
+3,574,677
1797
$51.5M ﹤0.01%
496,319
-167,413
1798
$51.4M ﹤0.01%
9,834,073
+4,574,766
1799
$51.4M ﹤0.01%
781,039
+193,839
1800
$51.4M ﹤0.01%
5,118,901
+1,063,302
70 71
72
73 74