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
2251
$33.7M ﹤0.01%
368,926
+42,630
2252
$33.7M ﹤0.01%
2,036,254
-34,212
2253
$33.7M ﹤0.01%
1,260,188
+225,799
2254
$33.7M ﹤0.01%
1,917,896
+823,561
2255
$33.6M ﹤0.01%
1,238,867
+271,998
2256
$33.5M ﹤0.01%
940,520
+424,516
2257
$33.5M ﹤0.01%
17,317,526
+1,177,022
2258
$33.5M ﹤0.01%
741,297
-1,536,123
2259
$33.5M ﹤0.01%
376,898
+63,023
2260
$33.5M ﹤0.01%
820,049
+193,245
2261
$33.5M ﹤0.01%
4,094,762
+1,105,943
2262
$33.5M ﹤0.01%
1,326,223
+345,692
2263
$33.4M ﹤0.01%
394,545
+195,745
2264
$33.3M ﹤0.01%
581,943
+158,046
2265
$33.2M ﹤0.01%
693,460
+194,717
2266
$33.1M ﹤0.01%
453,818
-23,425
2267
$33.1M ﹤0.01%
+1,026,949
2268
$33.1M ﹤0.01%
3,167,141
-2,275,748
2269
$33.1M ﹤0.01%
1,151,762
+375,394
2270
$33M ﹤0.01%
2,518,925
-483,353
2271
$33M ﹤0.01%
890,079
+157,419
2272
$33M ﹤0.01%
1,779,790
-95,942
2273
$33M ﹤0.01%
1,779,256
-11,598
2274
$33M ﹤0.01%
1,071,490
-611,280
2275
$32.9M ﹤0.01%
1,368,734
+187,641
89 90
91
92 93