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
3726
$6.4M ﹤0.01%
26,304
+2,538
3727
$6.39M ﹤0.01%
1,638,016
+69,851
3728
$6.38M ﹤0.01%
140,464
+58,666
3729
$6.38M ﹤0.01%
550,800
+28,264
3730
$6.38M ﹤0.01%
78,943
-42,101
3731
$6.37M ﹤0.01%
279,457
+47,434
3732
$6.36M ﹤0.01%
753,847
-3,523,327
3733
$6.36M ﹤0.01%
563,224
+16,464
3734
$6.36M ﹤0.01%
1,926,563
-1,497,925
3735
$6.36M ﹤0.01%
51,002
+45,104
3736
$6.36M ﹤0.01%
1,043,530
-349,872
3737
$6.35M ﹤0.01%
301,103
+83,888
3738
$6.34M ﹤0.01%
80,794
+6,144
3739
$6.34M ﹤0.01%
2,280,715
+289,993
3740
$6.33M ﹤0.01%
95,472
-146,306
3741
$6.3M ﹤0.01%
1,000,489
+918,059
3742
$6.29M ﹤0.01%
140,809
-51,602
3743
$6.28M ﹤0.01%
411,164
+10,605
3744
$6.28M ﹤0.01%
61,643
+12,830
3745
$6.27M ﹤0.01%
238,739
+92,959
3746
$6.26M ﹤0.01%
278,892
+5,059
3747
$6.25M ﹤0.01%
125,938
+22,630
3748
$6.25M ﹤0.01%
1,657,489
+373,138
3749
$6.25M ﹤0.01%
515,813
+44,289
3750
$6.24M ﹤0.01%
92,465
+4,788
148 149
150
151 152