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
3151
$13.7M ﹤0.01%
1,144,180
-116,270
3152
$13.7M ﹤0.01%
2,892,110
-378,784
3153
$13.6M ﹤0.01%
635,939
+30,205
3154
$13.6M ﹤0.01%
194,888
-29,831
3155
$13.6M ﹤0.01%
145,745
+6,452
3156
$13.6M ﹤0.01%
1,780,403
+195,562
3157
$13.6M ﹤0.01%
486,718
-996,477
3158
$13.6M ﹤0.01%
239,397
+4,282
3159
$13.5M ﹤0.01%
246,633
+78,014
3160
$13.5M ﹤0.01%
212,048
+85,141
3161
$13.5M ﹤0.01%
476,419
-463,625
3162
$13.5M ﹤0.01%
967,986
-365,920
3163
$13.5M ﹤0.01%
83,961
+13,714
3164
$13.5M ﹤0.01%
506,051
-68,481
3165
$13.5M ﹤0.01%
285,227
+71,778
3166
$13.5M ﹤0.01%
1,468,147
+47,158
3167
$13.5M ﹤0.01%
519,601
+158,177
3168
$13.4M ﹤0.01%
132,593
-38,666
3169
$13.4M ﹤0.01%
100,398
+3,330
3170
$13.4M ﹤0.01%
267,335
-61,321
3171
$13.4M ﹤0.01%
1,425,771
-34,177
3172
$13.4M ﹤0.01%
260,949
+89,496
3173
$13.4M ﹤0.01%
572,080
+102,936
3174
$13.4M ﹤0.01%
718,685
+109,704
3175
$13.4M ﹤0.01%
317,340
+71,886
125 126
127
128 129