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
3376
$10.4M ﹤0.01%
541,851
-302,234
3377
$10.4M ﹤0.01%
1,245,176
+209,571
3378
$10.3M ﹤0.01%
248,134
+12,381
3379
$10.3M ﹤0.01%
286,834
+73,755
3380
$10.3M ﹤0.01%
2,255,867
-150,213
3381
$10.3M ﹤0.01%
274,995
-3,753
3382
$10.3M ﹤0.01%
1,041,958
-1,127
3383
$10.3M ﹤0.01%
88,971
+61,471
3384
$10.2M ﹤0.01%
1,789,269
-75,225
3385
$10.2M ﹤0.01%
199,108
-12,481
3386
$10.2M ﹤0.01%
1,223,021
-19,116
3387
$10.2M ﹤0.01%
390,022
-112,058
3388
$10.2M ﹤0.01%
982,258
-115,272
3389
$10.2M ﹤0.01%
127,168
+713
3390
$10.2M ﹤0.01%
505,393
-301,067
3391
$10.2M ﹤0.01%
1,069,751
+345,215
3392
$10.2M ﹤0.01%
467,332
+98,199
3393
$10.2M ﹤0.01%
1,849,102
+27,806
3394
$10.1M ﹤0.01%
194,595
+38,023
3395
$10.1M ﹤0.01%
148,337
+8,793
3396
$10.1M ﹤0.01%
453,858
+205,862
3397
$10.1M ﹤0.01%
903,910
+577,623
3398
$10.1M ﹤0.01%
2,453,783
-7,186,470
3399
$10.1M ﹤0.01%
181,229
-2,660
3400
$10M ﹤0.01%
925,539
+37,700
134 135
136
137 138