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
3251
$12.3M ﹤0.01%
279,861
-9,235
3252
$12.2M ﹤0.01%
251,950
+33,706
3253
$12.2M ﹤0.01%
1,778,760
+98,917
3254
$12.2M ﹤0.01%
389,861
+100,628
3255
$12.1M ﹤0.01%
477,907
+66,981
3256
$12.1M ﹤0.01%
233,841
+15,721
3257
$12M ﹤0.01%
1,007,676
+484,235
3258
$12M ﹤0.01%
719,287
-91,416
3259
$12M ﹤0.01%
416,768
+61,600
3260
$12M ﹤0.01%
185,464
-240
3261
$12M ﹤0.01%
394,682
+313,776
3262
$12M ﹤0.01%
994,637
+238,674
3263
$12M ﹤0.01%
530,791
+84,964
3264
$12M ﹤0.01%
497,729
-18,758
3265
$11.9M ﹤0.01%
271,861
+62,758
3266
$11.9M ﹤0.01%
320,441
+77,259
3267
$11.9M ﹤0.01%
860,631
+137,380
3268
$11.9M ﹤0.01%
276,433
-3,327
3269
$11.9M ﹤0.01%
516,672
+30,892
3270
$11.9M ﹤0.01%
503,666
+354,699
3271
$11.9M ﹤0.01%
563,522
+365,406
3272
$11.9M ﹤0.01%
192,485
-9,404
3273
$11.9M ﹤0.01%
335,923
-68,949
3274
$11.9M ﹤0.01%
615,740
+70,093
3275
$11.8M ﹤0.01%
456,987
+114,276
129 130
131
132 133