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
2426
$28.7M ﹤0.01%
675,329
-59,436
2427
$28.7M ﹤0.01%
3,055,409
-1,052
2428
$28.6M ﹤0.01%
4,001,154
+100,783
2429
$28.6M ﹤0.01%
10,036,832
+2,310,326
2430
$28.6M ﹤0.01%
534,194
+34,797
2431
$28.5M ﹤0.01%
1,931,049
+289,688
2432
$28.5M ﹤0.01%
5,224,835
+282,181
2433
$28.4M ﹤0.01%
1,908,740
-80,555
2434
$28.4M ﹤0.01%
1,026,828
-4,215
2435
$28.4M ﹤0.01%
1,655,364
+159,227
2436
$28.4M ﹤0.01%
961,966
-286,946
2437
$28.3M ﹤0.01%
2,811,535
-1,073,404
2438
$28.3M ﹤0.01%
628,623
+283,330
2439
$28.2M ﹤0.01%
2,554,583
+44,213
2440
$28.2M ﹤0.01%
691,906
-45,648
2441
$28.2M ﹤0.01%
575,026
-173,914
2442
$28.2M ﹤0.01%
1,730,206
+399,210
2443
$28.2M ﹤0.01%
563,877
-154,925
2444
$28.2M ﹤0.01%
366,029
+15,192
2445
$28.1M ﹤0.01%
611,237
-642,997
2446
$28.1M ﹤0.01%
2,121,806
-93,971
2447
$28M ﹤0.01%
429,513
+4,544
2448
$28M ﹤0.01%
428,970
+42,203
2449
$28M ﹤0.01%
302,857
+9,695
2450
$28M ﹤0.01%
2,913,104
-113,849
96 97
98
99 100