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
2101
$38.8M ﹤0.01%
1,725,495
-554,503
2102
$38.8M ﹤0.01%
1,462,081
-9,028
2103
$38.8M ﹤0.01%
9,521,828
-228,736
2104
$38.7M ﹤0.01%
616,098
+133,886
2105
$38.6M ﹤0.01%
3,365,406
-163,131
2106
$38.6M ﹤0.01%
499,617
+73,712
2107
$38.6M ﹤0.01%
213,036
-80,511
2108
$38.5M ﹤0.01%
310,329
+32,540
2109
$38.5M ﹤0.01%
237,483
+32,842
2110
$38.5M ﹤0.01%
716,741
+33,731
2111
$38.4M ﹤0.01%
196,011
-9,915
2112
$38.4M ﹤0.01%
810,465
-2,391
2113
$38.3M ﹤0.01%
1,205,344
-343,075
2114
$38.3M ﹤0.01%
1,428,662
+162,124
2115
$38.3M ﹤0.01%
364,492
-30,425
2116
$38.3M ﹤0.01%
1,065,018
+76,021
2117
$38.2M ﹤0.01%
2,269,420
+758,292
2118
$38.2M ﹤0.01%
879,428
+186,425
2119
$38.2M ﹤0.01%
242,305
-13,674
2120
$38.1M ﹤0.01%
1,506,452
+312,324
2121
$38.1M ﹤0.01%
496,766
+175,627
2122
$38M ﹤0.01%
3,001,178
+544,360
2123
$38M ﹤0.01%
477,606
+13,392
2124
$37.8M ﹤0.01%
4,665,015
-29,396
2125
$37.8M ﹤0.01%
1,053,262
+494,210
83 84
85
86 87