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
2076
$39.6M ﹤0.01%
663,908
+63,173
2077
$39.6M ﹤0.01%
374,807
-96,588
2078
$39.6M ﹤0.01%
2,073,674
+251,743
2079
$39.6M ﹤0.01%
1,835,549
-19,189
2080
$39.5M ﹤0.01%
695,414
+267,854
2081
$39.5M ﹤0.01%
792,725
+34,539
2082
$39.4M ﹤0.01%
2,095,682
+396,776
2083
$39.4M ﹤0.01%
1,716,216
-305,490
2084
$39.4M ﹤0.01%
1,997,308
+17,239
2085
$39.2M ﹤0.01%
421,243
+45,403
2086
$39.2M ﹤0.01%
3,042,263
+878,584
2087
$39.2M ﹤0.01%
4,198,144
+1,797,334
2088
$39.2M ﹤0.01%
974,131
-197,988
2089
$39.1M ﹤0.01%
2,121,873
-588,184
2090
$39M ﹤0.01%
807,681
+44,190
2091
$39M ﹤0.01%
1,256,837
+513,918
2092
$39M ﹤0.01%
2,209,850
-532,934
2093
$39M ﹤0.01%
395,659
+56,384
2094
$39M ﹤0.01%
1,155,044
+26,997
2095
$38.9M ﹤0.01%
483,969
+66,963
2096
$38.9M ﹤0.01%
408,373
-195,605
2097
$38.9M ﹤0.01%
1,896,369
+323,011
2098
$38.9M ﹤0.01%
3,040,452
-284,552
2099
$38.8M ﹤0.01%
173,032
+87,199
2100
$38.8M ﹤0.01%
409,162
+144,696
82 83
84
85 86