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
2251
$8.8M ﹤0.01%
239,875
+29,266
2252
$8.78M ﹤0.01%
256,879
+19,177
2253
$8.76M ﹤0.01%
2,304,819
-472,860
2254
$8.76M ﹤0.01%
214,659
-21,297
2255
$8.76M ﹤0.01%
128,032
-36,905
2256
$8.75M ﹤0.01%
233,842
-38,049
2257
$8.74M ﹤0.01%
1,377,191
-98,004
2258
$8.73M ﹤0.01%
683,398
+246,623
2259
$8.71M ﹤0.01%
480,991
+119,102
2260
$8.7M ﹤0.01%
106,456
-37,157
2261
$8.69M ﹤0.01%
763,313
-1,216
2262
$8.67M ﹤0.01%
228,436
-63,584
2263
$8.66M ﹤0.01%
221,788
-198,295
2264
$8.65M ﹤0.01%
869,049
+486,361
2265
$8.65M ﹤0.01%
120,711
-2,716
2266
$8.65M ﹤0.01%
461,936
-55,256
2267
$8.64M ﹤0.01%
126,464
-33,429
2268
$8.64M ﹤0.01%
204,980
-117,109
2269
$8.64M ﹤0.01%
309,062
-293,437
2270
$8.63M ﹤0.01%
519,566
-121,677
2271
$8.62M ﹤0.01%
174,611
+144,432
2272
$8.62M ﹤0.01%
176,561
+2,880
2273
$8.62M ﹤0.01%
65,648
+17,577
2274
$8.62M ﹤0.01%
63,178
+5,181
2275
$8.56M ﹤0.01%
397,730
-459,770