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
3701
$6.54M ﹤0.01%
90,529
-38,421
3702
$6.53M ﹤0.01%
4,598,754
-92,801
3703
$6.53M ﹤0.01%
782,932
+449,314
3704
$6.53M ﹤0.01%
150,348
-28,808
3705
$6.52M ﹤0.01%
131,727
-28,036
3706
$6.52M ﹤0.01%
207,838
+56,914
3707
$6.51M ﹤0.01%
239,767
+40,439
3708
$6.51M ﹤0.01%
129,398
-9,504
3709
$6.5M ﹤0.01%
1,169,653
+279,765
3710
$6.5M ﹤0.01%
882,117
-351,636
3711
$6.5M ﹤0.01%
143,031
+142,694
3712
$6.5M ﹤0.01%
826,580
-46,453
3713
$6.49M ﹤0.01%
167,778
-6,588
3714
$6.48M ﹤0.01%
421,761
+104,944
3715
$6.48M ﹤0.01%
2,082,404
-111,428
3716
$6.47M ﹤0.01%
126,763
+19,957
3717
$6.47M ﹤0.01%
1,421,336
-13,887
3718
$6.45M ﹤0.01%
240,769
+108,422
3719
$6.44M ﹤0.01%
348,062
-195,205
3720
$6.44M ﹤0.01%
252,853
+10,268
3721
$6.44M ﹤0.01%
202,551
-3,918
3722
$6.42M ﹤0.01%
70,954
-2,878
3723
$6.42M ﹤0.01%
115,295
+7,956
3724
$6.41M ﹤0.01%
775,585
+11,449
3725
$6.4M ﹤0.01%
193,630
+40,843
147 148
149
150 151