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
3626
$7.25M ﹤0.01%
121,779
-13,315
3627
$7.23M ﹤0.01%
332,957
+40,597
3628
$7.22M ﹤0.01%
119,297
-11,195
3629
$7.22M ﹤0.01%
135,480
+5,342
3630
$7.2M ﹤0.01%
1,034,642
+692,317
3631
$7.2M ﹤0.01%
1,080,915
+885,357
3632
$7.19M ﹤0.01%
781,214
+25,766
3633
$7.19M ﹤0.01%
185,163
-12,125
3634
$7.17M ﹤0.01%
386,827
-183,204
3635
$7.17M ﹤0.01%
243,742
-165,111
3636
$7.13M ﹤0.01%
162,486
+30,195
3637
$7.11M ﹤0.01%
275,491
-6,200
3638
$7.11M ﹤0.01%
540,883
-662,531
3639
$7.1M ﹤0.01%
1,091,033
-22,234
3640
$7.1M ﹤0.01%
549,472
+5,070
3641
$7.09M ﹤0.01%
67,266
-26,234
3642
$7.09M ﹤0.01%
343,632
-9,936
3643
$7.06M ﹤0.01%
449,380
+109,471
3644
$7.06M ﹤0.01%
47,440
-7,758
3645
$7.05M ﹤0.01%
109,990
+2,476
3646
$7.05M ﹤0.01%
300,239
+30,031
3647
$7.04M ﹤0.01%
145,704
3648
$7.03M ﹤0.01%
280,532
+127,577
3649
$7.01M ﹤0.01%
195,869
-30,616
3650
$7M ﹤0.01%
385,687
-7,932
144 145
146
147 148