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
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,906
New
Increased
Reduced
Closed

Top Buys

1 +$482M
2 +$431M
3 +$429M
4
BKNG icon
Booking.com
BKNG
+$383M
5
AABA
Altaba Inc
AABA
+$379M

Sector Composition

1 Technology 9.94%
2 Financials 9.62%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$9.07M ﹤0.01%
465,306
-659
2227
$9.07M ﹤0.01%
414,237
+127,265
2228
$9.07M ﹤0.01%
243,393
-283,087
2229
$9.04M ﹤0.01%
402,627
-1,672,947
2230
$9.04M ﹤0.01%
235,033
-87,356
2231
$9.04M ﹤0.01%
510,440
-39,520
2232
$9.04M ﹤0.01%
271,286
+38,206
2233
$9.03M ﹤0.01%
+19
2234
$9.01M ﹤0.01%
421,956
-33,828
2235
$8.99M ﹤0.01%
767,189
+99,135
2236
$8.97M ﹤0.01%
792,880
+26,590
2237
$8.97M ﹤0.01%
139,900
-62,969
2238
$8.96M ﹤0.01%
268,004
+133,359
2239
$8.95M ﹤0.01%
563,554
+169,706
2240
$8.94M ﹤0.01%
190,956
+10,069
2241
$8.88M ﹤0.01%
9,517
-3,744
2242
$8.86M ﹤0.01%
85,600
-3,097
2243
$8.86M ﹤0.01%
815,845
-4,535
2244
$8.86M ﹤0.01%
595,990
+418,720
2245
$8.85M ﹤0.01%
+464,917
2246
$8.84M ﹤0.01%
880,771
+723,013
2247
$8.83M ﹤0.01%
319,824
-7,159
2248
$8.82M ﹤0.01%
276,638
+24,387
2249
$8.82M ﹤0.01%
389,422
-294,180
2250
$8.81M ﹤0.01%
236,957
+208,160