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
2976
$16.5M ﹤0.01%
365,922
+293,115
2977
$16.4M ﹤0.01%
131,798
-167
2978
$16.4M ﹤0.01%
1,164,509
-12,181
2979
$16.4M ﹤0.01%
1,314,847
-42,709
2980
$16.4M ﹤0.01%
174,020
+10,943
2981
$16.4M ﹤0.01%
226,846
+13,871
2982
$16.4M ﹤0.01%
1,114,971
+44,157
2983
$16.4M ﹤0.01%
56,602
-9,109
2984
$16.3M ﹤0.01%
333,920
-6,380
2985
$16.3M ﹤0.01%
260,086
+50,822
2986
$16.3M ﹤0.01%
3,988,207
+2,250,139
2987
$16.3M ﹤0.01%
618,897
+24,091
2988
$16.3M ﹤0.01%
+415,555
2989
$16.3M ﹤0.01%
215,488
+89,547
2990
$16.2M ﹤0.01%
510,287
+55,303
2991
$16.2M ﹤0.01%
1,097,672
+46,213
2992
$16.2M ﹤0.01%
1,000,549
-480,164
2993
$16.2M ﹤0.01%
300,001
+5,000
2994
$16.2M ﹤0.01%
791,679
+65,187
2995
$16.1M ﹤0.01%
361,180
+30,078
2996
$16.1M ﹤0.01%
2,638,762
+713,962
2997
$16.1M ﹤0.01%
1,812,324
-30,397
2998
$16.1M ﹤0.01%
249,586
+59,172
2999
$16.1M ﹤0.01%
1,243,985
+192,930
3000
$16.1M ﹤0.01%
628,715
+47,306
118 119
120
121 122