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
2051
$40.3M ﹤0.01%
2,133,514
+651,022
2052
$40.3M ﹤0.01%
509,039
+35,827
2053
$40.3M ﹤0.01%
693,165
+174,862
2054
$40.3M ﹤0.01%
751,143
+209,638
2055
$40.2M ﹤0.01%
3,472,493
-171,920
2056
$40.2M ﹤0.01%
394,103
+81,183
2057
$40.2M ﹤0.01%
829,253
-100,987
2058
$40.2M ﹤0.01%
1,349,610
-36,342
2059
$40.2M ﹤0.01%
381,508
+65,907
2060
$40.1M ﹤0.01%
3,703,002
+302,226
2061
$40.1M ﹤0.01%
3,648,471
-161,111
2062
$40M ﹤0.01%
639,108
+149,536
2063
$40M ﹤0.01%
1,128,580
+291,630
2064
$40M ﹤0.01%
900,615
-12,611
2065
$40M ﹤0.01%
905,325
+342,545
2066
$40M ﹤0.01%
1,640,390
+611,013
2067
$40M ﹤0.01%
794,617
+186,810
2068
$39.9M ﹤0.01%
890,817
+34,465
2069
$39.9M ﹤0.01%
469,452
+22,257
2070
$39.8M ﹤0.01%
1,175,143
+691,888
2071
$39.8M ﹤0.01%
1,026,961
+142,841
2072
$39.8M ﹤0.01%
5,602,449
-2,592,805
2073
$39.8M ﹤0.01%
2,291,762
+955,260
2074
$39.7M ﹤0.01%
1,008,225
+11,897
2075
$39.7M ﹤0.01%
1,031,756
+104,906
81 82
83
84 85