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
3676
$6.73M ﹤0.01%
139,866
-14,627
3677
$6.73M ﹤0.01%
382,618
-69,139
3678
$6.73M ﹤0.01%
427,271
-2,517
3679
$6.72M ﹤0.01%
599,685
+269,712
3680
$6.72M ﹤0.01%
444,766
+34,701
3681
$6.71M ﹤0.01%
2,354,308
+744,384
3682
$6.7M ﹤0.01%
545,999
+197,816
3683
$6.7M ﹤0.01%
197,235
-28,998
3684
$6.66M ﹤0.01%
119,489
-24,684
3685
$6.65M ﹤0.01%
137,817
+8,027
3686
$6.65M ﹤0.01%
540,055
+104,233
3687
$6.65M ﹤0.01%
344,216
+149,159
3688
$6.64M ﹤0.01%
63,193
+30,787
3689
$6.63M ﹤0.01%
177,914
+19,955
3690
$6.63M ﹤0.01%
97,111
-24,541
3691
$6.62M ﹤0.01%
153,357
+27,476
3692
$6.62M ﹤0.01%
3,892,542
+812,786
3693
$6.61M ﹤0.01%
250,000
3694
$6.6M ﹤0.01%
279,477
+119,470
3695
$6.6M ﹤0.01%
206,490
-116,598
3696
$6.6M ﹤0.01%
1,817,955
-1,086,888
3697
$6.58M ﹤0.01%
130,598
+61,571
3698
$6.58M ﹤0.01%
88,922
+5,792
3699
$6.57M ﹤0.01%
282,165
-24,817
3700
$6.55M ﹤0.01%
106,279
-5,622
146 147
148
149 150