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
3426
$9.67M ﹤0.01%
810,640
+445,879
3427
$9.65M ﹤0.01%
2,347,825
+2,140,089
3428
$9.63M ﹤0.01%
85,041
+23,094
3429
$9.63M ﹤0.01%
160,758
+75,653
3430
$9.62M ﹤0.01%
869,202
+284,556
3431
$9.58M ﹤0.01%
3,040,794
+75,565
3432
$9.54M ﹤0.01%
976,495
+331,041
3433
$9.52M ﹤0.01%
269,947
+37,901
3434
$9.52M ﹤0.01%
1,117,056
+424,685
3435
$9.48M ﹤0.01%
196,042
-3,766
3436
$9.47M ﹤0.01%
351,601
+141,053
3437
$9.46M ﹤0.01%
1,206,559
-1,275,459
3438
$9.46M ﹤0.01%
+184,602
3439
$9.46M ﹤0.01%
573,570
+22,132
3440
$9.45M ﹤0.01%
715,055
-45,814
3441
$9.45M ﹤0.01%
239,942
+1,170
3442
$9.41M ﹤0.01%
1,521,958
-1,022,747
3443
$9.4M ﹤0.01%
424,032
+11,786
3444
$9.39M ﹤0.01%
370,898
+40,804
3445
$9.34M ﹤0.01%
527,797
-168,684
3446
$9.34M ﹤0.01%
147,049
-4,971
3447
$9.34M ﹤0.01%
123,400
+12,996
3448
$9.31M ﹤0.01%
221,862
+30,676
3449
$9.3M ﹤0.01%
730,858
+251,860
3450
$9.28M ﹤0.01%
93,204
-26,207
136 137
138
139 140