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
3176
$13.3M ﹤0.01%
921,243
-81,199
3177
$13.3M ﹤0.01%
167,065
-263,501
3178
$13.3M ﹤0.01%
526,454
-56,412
3179
$13.3M ﹤0.01%
801,604
+36,960
3180
$13.3M ﹤0.01%
658,474
+29,919
3181
$13.3M ﹤0.01%
981,557
-88,702
3182
$13.3M ﹤0.01%
219,284
+20,283
3183
$13.3M ﹤0.01%
1,428,111
+152,774
3184
$13.3M ﹤0.01%
868,299
+7,320
3185
$13.3M ﹤0.01%
2,326,134
+1,188,196
3186
$13.3M ﹤0.01%
591,348
-4,420
3187
$13.3M ﹤0.01%
790,619
+9,227
3188
$13.2M ﹤0.01%
278,525
+10,654
3189
$13.2M ﹤0.01%
1,632,167
-1,317,867
3190
$13.2M ﹤0.01%
1,739,080
+161,131
3191
$13.2M ﹤0.01%
1,174,829
+282,342
3192
$13.2M ﹤0.01%
833,557
-15,510
3193
$13.2M ﹤0.01%
1,116,870
-93,471
3194
$13.1M ﹤0.01%
2,804,950
-161,779
3195
$13.1M ﹤0.01%
721,417
+417,424
3196
$13.1M ﹤0.01%
785,332
+133,372
3197
$13.1M ﹤0.01%
722,713
-27,110
3198
$13.1M ﹤0.01%
722,754
-257,092
3199
$13M ﹤0.01%
1,955,511
+348,270
3200
$13M ﹤0.01%
399,629
+53,259
126 127
128
129 130