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
3276
$11.8M ﹤0.01%
2,756,175
+205,020
3277
$11.8M ﹤0.01%
2,204,188
+168,551
3278
$11.8M ﹤0.01%
2,595,177
+1,002,009
3279
$11.8M ﹤0.01%
8,465,612
+133
3280
$11.7M ﹤0.01%
301,258
+8,843
3281
$11.7M ﹤0.01%
278,089
-9,753
3282
$11.7M ﹤0.01%
240,362
+2,092
3283
$11.7M ﹤0.01%
1,070,166
+416,361
3284
$11.7M ﹤0.01%
444,226
-159,040
3285
$11.7M ﹤0.01%
365,238
-12,040
3286
$11.6M ﹤0.01%
321,638
+121,056
3287
$11.6M ﹤0.01%
236,719
+107,752
3288
$11.6M ﹤0.01%
162,167
+12,537
3289
$11.6M ﹤0.01%
298,454
+24,516
3290
$11.6M ﹤0.01%
681,961
+168,850
3291
$11.6M ﹤0.01%
430,365
-399,041
3292
$11.6M ﹤0.01%
623,590
+393,709
3293
$11.6M ﹤0.01%
112,464
+1,668
3294
$11.5M ﹤0.01%
448,961
+60,841
3295
$11.5M ﹤0.01%
725,661
+239,480
3296
$11.5M ﹤0.01%
963,363
+240,227
3297
$11.5M ﹤0.01%
888,694
+72,805
3298
$11.4M ﹤0.01%
239,001
-5,850
3299
$11.4M ﹤0.01%
396,425
-80,623
3300
$11.4M ﹤0.01%
1,102,852
-353,707
130 131
132
133 134