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
3101
$14.4M ﹤0.01%
445,460
-6,473
3102
$14.4M ﹤0.01%
1,185,275
+141,164
3103
$14.3M ﹤0.01%
3,181,727
+175,603
3104
$14.3M ﹤0.01%
1,715,804
-124,859
3105
$14.3M ﹤0.01%
152,000
+49,471
3106
$14.3M ﹤0.01%
192,735
+25,137
3107
$14.3M ﹤0.01%
284,601
-101,849
3108
$14.2M ﹤0.01%
1,091,032
-288,908
3109
$14.2M ﹤0.01%
1,193,608
-105,518
3110
$14.2M ﹤0.01%
825,858
+14,214
3111
$14.2M ﹤0.01%
310,168
-143,322
3112
$14.2M ﹤0.01%
906,916
-52,187
3113
$14.2M ﹤0.01%
174,887
+29,690
3114
$14.2M ﹤0.01%
414,751
-892,560
3115
$14.2M ﹤0.01%
584,897
+146,452
3116
$14.2M ﹤0.01%
497,422
-105,886
3117
$14.2M ﹤0.01%
1,349,876
+170,024
3118
$14.2M ﹤0.01%
546,329
+185,399
3119
$14.1M ﹤0.01%
327,327
+5,841
3120
$14.1M ﹤0.01%
184,270
-15,817
3121
$14.1M ﹤0.01%
205,398
-44,545
3122
$14.1M ﹤0.01%
1,095,412
+7,209
3123
$14.1M ﹤0.01%
+232,760
3124
$14.1M ﹤0.01%
203,594
-31,633
3125
$14.1M ﹤0.01%
462,683
+171,243
123 124
125
126 127