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
2651
$23.2M ﹤0.01%
1,512,828
-104,201
2652
$23.2M ﹤0.01%
3,961,767
-2,537,401
2653
$23.2M ﹤0.01%
417,902
-27,771
2654
$23.1M ﹤0.01%
5,736,981
+1,458,847
2655
$23.1M ﹤0.01%
298,510
+35,400
2656
$23.1M ﹤0.01%
916,456
+29,447
2657
$23.1M ﹤0.01%
488,077
-143,661
2658
$23.1M ﹤0.01%
455,377
+26,366
2659
$23.1M ﹤0.01%
184,867
+25,969
2660
$23M ﹤0.01%
1,009,879
+689,309
2661
$22.9M ﹤0.01%
274,269
+5,298
2662
$22.9M ﹤0.01%
657,684
+351,563
2663
$22.9M ﹤0.01%
1,949,269
+896,016
2664
$22.9M ﹤0.01%
870,857
+48,752
2665
$22.9M ﹤0.01%
4,556,765
+11,690
2666
$22.9M ﹤0.01%
308,623
-45,883
2667
$22.9M ﹤0.01%
390,841
-348,523
2668
$22.9M ﹤0.01%
1,861,587
-5,634
2669
$22.9M ﹤0.01%
638,682
-23,145
2670
$22.9M ﹤0.01%
825,877
+286,690
2671
$22.8M ﹤0.01%
1,086,747
-47,790
2672
$22.8M ﹤0.01%
3,720,216
+42,772
2673
$22.8M ﹤0.01%
524,662
+126,059
2674
$22.8M ﹤0.01%
722,010
+127,031
2675
$22.7M ﹤0.01%
242,321
-4,883
105 106
107
108 109