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
3326
$11M ﹤0.01%
3,568,504
-2,002,737
3327
$11M ﹤0.01%
182,650
+77,963
3328
$10.9M ﹤0.01%
265,741
+118,875
3329
$10.9M ﹤0.01%
809,991
+143,782
3330
$10.9M ﹤0.01%
714,456
+268,576
3331
$10.9M ﹤0.01%
682,377
+262,411
3332
$10.9M ﹤0.01%
3,478
-1,016
3333
$10.9M ﹤0.01%
72,100
+5,520
3334
$10.9M ﹤0.01%
1,937,513
+159,137
3335
$10.9M ﹤0.01%
97,790
-4,272
3336
$10.8M ﹤0.01%
139,911
+6,282
3337
$10.8M ﹤0.01%
548,942
-52,388
3338
$10.8M ﹤0.01%
774,511
+607,265
3339
$10.8M ﹤0.01%
444,276
-170,826
3340
$10.8M ﹤0.01%
1,470,497
+482,621
3341
$10.8M ﹤0.01%
172,671
-18,506
3342
$10.8M ﹤0.01%
190,215
+172,558
3343
$10.8M ﹤0.01%
383,809
-7,644
3344
$10.8M ﹤0.01%
94,734
-3,000
3345
$10.8M ﹤0.01%
206,883
+56,514
3346
$10.7M ﹤0.01%
180,807
-7,668
3347
$10.7M ﹤0.01%
561,095
-272,860
3348
$10.7M ﹤0.01%
3,063,421
-84,568
3349
$10.7M ﹤0.01%
1,024,308
-439,460
3350
$10.7M ﹤0.01%
897,839
+509,928
132 133
134
135 136