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
1901
$46.1M ﹤0.01%
1,322,691
+174,748
1902
$46M ﹤0.01%
1,995,427
+103,244
1903
$46M ﹤0.01%
967,419
+133,604
1904
$45.9M ﹤0.01%
612,848
+186,334
1905
$45.8M ﹤0.01%
654,181
+189,970
1906
$45.8M ﹤0.01%
733,394
+21,583
1907
$45.8M ﹤0.01%
2,157,221
+227,061
1908
$45.7M ﹤0.01%
1,602,843
+92,988
1909
$45.7M ﹤0.01%
545,835
+168,405
1910
$45.7M ﹤0.01%
5,890,489
-90,613
1911
$45.7M ﹤0.01%
569,535
+207,550
1912
$45.6M ﹤0.01%
418,059
+82,011
1913
$45.5M ﹤0.01%
5,164,074
-29,330
1914
$45.5M ﹤0.01%
156,929
-5,107
1915
$45.5M ﹤0.01%
2,339,760
+83,886
1916
$45.4M ﹤0.01%
1,389,577
-173,747
1917
$45.4M ﹤0.01%
2,346,292
+2,010,935
1918
$45.4M ﹤0.01%
2,586,488
-445,205
1919
$45.4M ﹤0.01%
485,727
-515,772
1920
$45.3M ﹤0.01%
2,802,892
+418,458
1921
$45.3M ﹤0.01%
430,140
+37,086
1922
$45.2M ﹤0.01%
633,900
+30,941
1923
$45.1M ﹤0.01%
738,679
+11,457
1924
$45.1M ﹤0.01%
2,425,302
+615,327
1925
$45.1M ﹤0.01%
582,452
+83,469
75 76
77
78 79