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
2351
$30.7M ﹤0.01%
680,981
+128,587
2352
$30.7M ﹤0.01%
55,573
+4,730
2353
$30.7M ﹤0.01%
267,089
-8,740
2354
$30.5M ﹤0.01%
1,349,894
+118,321
2355
$30.5M ﹤0.01%
1,005,534
+286,837
2356
$30.5M ﹤0.01%
1,186,096
+164,938
2357
$30.5M ﹤0.01%
1,068,078
-2,240
2358
$30.4M ﹤0.01%
544,912
-602,292
2359
$30.4M ﹤0.01%
2,269,274
+191,721
2360
$30.4M ﹤0.01%
865,590
+47,009
2361
$30.3M ﹤0.01%
416,634
-30,199
2362
$30.3M ﹤0.01%
700,757
+6,795
2363
$30.3M ﹤0.01%
288,484
-5,041
2364
$30.3M ﹤0.01%
1,211,919
+148,372
2365
$30.3M ﹤0.01%
622,243
-2,398
2366
$30.3M ﹤0.01%
2,226,626
+143,138
2367
$30.2M ﹤0.01%
524,575
-23,841
2368
$30.2M ﹤0.01%
621,068
+316,170
2369
$30.2M ﹤0.01%
389,345
+145,036
2370
$30.2M ﹤0.01%
2,587,854
+914,382
2371
$30.2M ﹤0.01%
1,272,352
+71,695
2372
$30.2M ﹤0.01%
1,131,827
+40,702
2373
$30.2M ﹤0.01%
2,513,052
+237,166
2374
$30.1M ﹤0.01%
821,482
+182,028
2375
$30.1M ﹤0.01%
433,234
-170,140
93 94
95
96 97