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
1826
$49.6M ﹤0.01%
536,362
+115,103
1827
$49.5M ﹤0.01%
431,962
-19,866
1828
$49.3M ﹤0.01%
1,635,693
+34,446
1829
$49.3M ﹤0.01%
3,133,625
+777,555
1830
$49.2M ﹤0.01%
396,364
+6,151
1831
$49.1M ﹤0.01%
542,452
+7,537
1832
$49M ﹤0.01%
1,538,958
-139,419
1833
$49M ﹤0.01%
1,733,702
-141,141
1834
$48.9M ﹤0.01%
1,138,565
-85,211
1835
$48.9M ﹤0.01%
325,462
+1,245
1836
$48.9M ﹤0.01%
649,467
-97,798
1837
$48.8M ﹤0.01%
1,732,756
-682,953
1838
$48.6M ﹤0.01%
2,384,241
+826,482
1839
$48.6M ﹤0.01%
2,120,772
+222,633
1840
$48.5M ﹤0.01%
1,850,182
+95,703
1841
$48.5M ﹤0.01%
1,005,813
+182,918
1842
$48.5M ﹤0.01%
2,051,430
+1,235,738
1843
$48.5M ﹤0.01%
1,883,775
+177,178
1844
$48.4M ﹤0.01%
955,274
+553,273
1845
$48.4M ﹤0.01%
1,354,697
+14,625
1846
$48.4M ﹤0.01%
979,679
+213,615
1847
$48.3M ﹤0.01%
4,260,752
+265,665
1848
$48.3M ﹤0.01%
10,727,429
-856,674
1849
$48.3M ﹤0.01%
2,286,290
-2,321,359
1850
$48.3M ﹤0.01%
471,717
+85,060
72 73
74
75 76