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
2876
$18.4M ﹤0.01%
685,991
+4,506
2877
$18.4M ﹤0.01%
1,570,542
-179,252
2878
$18.4M ﹤0.01%
1,610,918
-25,156
2879
$18.4M ﹤0.01%
506,768
+31,779
2880
$18.4M ﹤0.01%
1,702,339
+242,105
2881
$18.4M ﹤0.01%
2,942,926
+275,952
2882
$18.4M ﹤0.01%
994,599
+80,492
2883
$18.4M ﹤0.01%
1,018,761
+24,710
2884
$18.3M ﹤0.01%
2,643,745
+20,258
2885
$18.3M ﹤0.01%
829,970
-428,239
2886
$18.2M ﹤0.01%
279,880
+35,627
2887
$18.2M ﹤0.01%
354,405
+94,645
2888
$18.2M ﹤0.01%
1,118,289
+243,477
2889
$18.2M ﹤0.01%
731,604
-12,515
2890
$18.2M ﹤0.01%
527,327
+55,631
2891
$18.1M ﹤0.01%
563,250
+65,448
2892
$18.1M ﹤0.01%
903,989
+74,767
2893
$18.1M ﹤0.01%
2,677,821
+844,899
2894
$18.1M ﹤0.01%
1,475,384
-270,693
2895
$18.1M ﹤0.01%
2,080,330
+61,801
2896
$18M ﹤0.01%
798,852
-161,119
2897
$18M ﹤0.01%
223,826
+20,753
2898
$17.9M ﹤0.01%
1,028,470
-82,484
2899
$17.9M ﹤0.01%
327,356
+70,783
2900
$17.9M ﹤0.01%
1,251,668
+150,205
114 115
116
117 118