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
3526
$8.33M ﹤0.01%
628,323
-13,179
3527
$8.33M ﹤0.01%
182,072
+7,610
3528
$8.33M ﹤0.01%
742,913
+184,305
3529
$8.32M ﹤0.01%
479,673
+73,311
3530
$8.32M ﹤0.01%
1,446,783
-1,512,553
3531
$8.32M ﹤0.01%
2,980,447
-199,717
3532
$8.31M ﹤0.01%
129,198
+35,462
3533
$8.3M ﹤0.01%
4,537,452
+37,386
3534
$8.3M ﹤0.01%
154,786
-89,016
3535
$8.29M ﹤0.01%
808,469
+159,226
3536
$8.29M ﹤0.01%
650,338
+7,849
3537
$8.27M ﹤0.01%
218,102
+1,195
3538
$8.23M ﹤0.01%
362,628
+84,294
3539
$8.23M ﹤0.01%
179,507
+22,390
3540
$8.19M ﹤0.01%
575,830
-108,902
3541
$8.18M ﹤0.01%
320,449
+31,512
3542
$8.18M ﹤0.01%
195,549
+36,177
3543
$8.18M ﹤0.01%
220,336
+13,737
3544
$8.18M ﹤0.01%
290,001
-31,110
3545
$8.17M ﹤0.01%
171,336
+60,370
3546
$8.17M ﹤0.01%
149,156
-5,498
3547
$8.16M ﹤0.01%
582,817
-71,550
3548
$8.16M ﹤0.01%
205,880
-14,866
3549
$8.16M ﹤0.01%
142,326
+16,397
3550
$8.14M ﹤0.01%
401,567
+18,480
140 141
142
143 144