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
2026
$41M ﹤0.01%
299,858
-5,984
2027
$41M ﹤0.01%
423,063
+82,420
2028
$41M ﹤0.01%
6,519,910
+1,134,487
2029
$41M ﹤0.01%
1,463,802
+217,203
2030
$41M ﹤0.01%
345,655
+147,195
2031
$40.9M ﹤0.01%
1,473,413
-149,781
2032
$40.9M ﹤0.01%
1,152,829
+27,065
2033
$40.9M ﹤0.01%
800,187
-18,234
2034
$40.8M ﹤0.01%
1,110,741
-201,848
2035
$40.8M ﹤0.01%
774,080
-41,021
2036
$40.8M ﹤0.01%
493,763
+7,399
2037
$40.8M ﹤0.01%
3,630,269
+461,146
2038
$40.7M ﹤0.01%
777,618
+329,658
2039
$40.7M ﹤0.01%
890,796
+130,117
2040
$40.7M ﹤0.01%
863,264
+81,835
2041
$40.7M ﹤0.01%
2,900,413
+380,025
2042
$40.5M ﹤0.01%
918,262
-169,547
2043
$40.5M ﹤0.01%
381,284
+3,715
2044
$40.4M ﹤0.01%
1,065,785
+1,059,849
2045
$40.4M ﹤0.01%
3,355,169
-3,205,524
2046
$40.4M ﹤0.01%
877,281
+142,803
2047
$40.4M ﹤0.01%
1,000,236
-13,346
2048
$40.4M ﹤0.01%
1,297,257
-127,585
2049
$40.4M ﹤0.01%
2,443,346
+76,997
2050
$40.4M ﹤0.01%
278,419
+93,315
80 81
82
83 84