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
3301
$11.4M ﹤0.01%
360,637
-423,488
3302
$11.4M ﹤0.01%
1,547,303
-425,150
3303
$11.4M ﹤0.01%
278,126
-407,160
3304
$11.4M ﹤0.01%
284,152
-3,543
3305
$11.4M ﹤0.01%
615,528
+139,540
3306
$11.4M ﹤0.01%
226,397
+18,402
3307
$11.3M ﹤0.01%
307,336
-124,302
3308
$11.3M ﹤0.01%
116,070
+20,015
3309
$11.3M ﹤0.01%
396,919
+147,539
3310
$11.3M ﹤0.01%
95,872
+9,757
3311
$11.3M ﹤0.01%
476,425
-26,457
3312
$11.3M ﹤0.01%
673,372
-164,911
3313
$11.3M ﹤0.01%
221,323
+25,681
3314
$11.2M ﹤0.01%
488,448
-6,871
3315
$11.2M ﹤0.01%
1,376,489
+302,340
3316
$11.2M ﹤0.01%
452,977
-49,011
3317
$11.2M ﹤0.01%
418,131
+168,157
3318
$11.1M ﹤0.01%
1,173,143
+112,217
3319
$11.1M ﹤0.01%
336,283
+56,180
3320
$11.1M ﹤0.01%
62,514
+3,224
3321
$11.1M ﹤0.01%
1,847,369
-798,701
3322
$11.1M ﹤0.01%
495,408
+111,005
3323
$11M ﹤0.01%
513,642
+95,816
3324
$11M ﹤0.01%
253,801
-3,592
3325
$11M ﹤0.01%
143,077
-3,324
131 132
133
134 135