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
2476
$27.2M ﹤0.01%
1,199,654
-94,740
2477
$27.2M ﹤0.01%
1,132,447
+773,349
2478
$27.1M ﹤0.01%
303,761
-102,115
2479
$27M ﹤0.01%
980,367
+46,120
2480
$27M ﹤0.01%
529,875
+123,649
2481
$27M ﹤0.01%
3,787,133
+145,448
2482
$27M ﹤0.01%
157,426
+23,842
2483
$27M ﹤0.01%
547,277
+348,736
2484
$27M ﹤0.01%
77,098
-21,199
2485
$26.9M ﹤0.01%
820,881
+76,555
2486
$26.9M ﹤0.01%
224,850
+13,340
2487
$26.9M ﹤0.01%
32,745
+3,812
2488
$26.9M ﹤0.01%
648,915
+24,789
2489
$26.9M ﹤0.01%
399,023
-58,811
2490
$26.8M ﹤0.01%
2,163,712
-491,996
2491
$26.8M ﹤0.01%
1,150,984
-233,790
2492
$26.8M ﹤0.01%
1,020,469
+109,894
2493
$26.8M ﹤0.01%
471,788
+55,799
2494
$26.7M ﹤0.01%
549,829
+56,330
2495
$26.7M ﹤0.01%
4,307,218
+597,101
2496
$26.7M ﹤0.01%
385,383
-193,506
2497
$26.6M ﹤0.01%
60,086
-32
2498
$26.6M ﹤0.01%
1,557,515
-352,150
2499
$26.6M ﹤0.01%
1,958,815
-844,851
2500
$26.6M ﹤0.01%
333,517
+7,284
98 99
100
101 102