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
3126
$14M ﹤0.01%
505,928
+154,534
3127
$14M ﹤0.01%
3,010,289
+1,743,472
3128
$14M ﹤0.01%
711,050
-28,383
3129
$14M ﹤0.01%
441,877
-25,672
3130
$14M ﹤0.01%
238,270
+3,490
3131
$14M ﹤0.01%
111,204
+16,080
3132
$14M ﹤0.01%
667,251
+43,078
3133
$13.9M ﹤0.01%
944,992
-221,677
3134
$13.9M ﹤0.01%
1,548,901
-1,361,421
3135
$13.9M ﹤0.01%
477,689
+29,199
3136
$13.9M ﹤0.01%
491,602
+114,852
3137
$13.9M ﹤0.01%
256,727
-37,767
3138
$13.9M ﹤0.01%
881,726
-84,250
3139
$13.8M ﹤0.01%
132,010
-20,762
3140
$13.8M ﹤0.01%
556,613
+252,542
3141
$13.8M ﹤0.01%
1,138,917
+83,724
3142
$13.8M ﹤0.01%
875,034
-3,039
3143
$13.8M ﹤0.01%
1,584,175
+421,694
3144
$13.8M ﹤0.01%
2,828,040
-85,001
3145
$13.8M ﹤0.01%
4,379,391
+1,154,606
3146
$13.7M ﹤0.01%
1,855,061
-2,084,256
3147
$13.7M ﹤0.01%
814,093
-50,116
3148
$13.7M ﹤0.01%
726,783
+35,759
3149
$13.7M ﹤0.01%
128,337
-9,898
3150
$13.7M ﹤0.01%
222,895
+52,886
124 125
126
127 128