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
2451
$28M ﹤0.01%
133,515
+37,185
2452
$27.9M ﹤0.01%
443,596
+57,889
2453
$27.9M ﹤0.01%
1,464,514
-402,620
2454
$27.9M ﹤0.01%
1,235,735
+295,305
2455
$27.9M ﹤0.01%
2,474,984
-3,715,290
2456
$27.8M ﹤0.01%
288,253
+117,440
2457
$27.8M ﹤0.01%
164,382
+2,839
2458
$27.8M ﹤0.01%
839,253
-80,655
2459
$27.8M ﹤0.01%
438,252
-141,656
2460
$27.7M ﹤0.01%
4,052,110
-116,932
2461
$27.7M ﹤0.01%
2,181,464
+342,758
2462
$27.6M ﹤0.01%
2,199,412
+117,890
2463
$27.6M ﹤0.01%
733,161
+198,399
2464
$27.6M ﹤0.01%
1,097,170
-33,968
2465
$27.5M ﹤0.01%
1,661,685
+50,674
2466
$27.5M ﹤0.01%
489,718
-4,519
2467
$27.5M ﹤0.01%
3,820,057
-2,244,612
2468
$27.4M ﹤0.01%
286,690
+30,420
2469
$27.4M ﹤0.01%
579,351
+25,966
2470
$27.4M ﹤0.01%
14,270,385
-177,956
2471
$27.4M ﹤0.01%
841,774
+248,164
2472
$27.3M ﹤0.01%
858,405
+175,735
2473
$27.3M ﹤0.01%
519,785
+685
2474
$27.3M ﹤0.01%
849,510
+24,766
2475
$27.3M ﹤0.01%
1,641,465
+203,037
97 98
99
100 101