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
3776
$6.02M ﹤0.01%
119,357
-22,864
3777
$5.99M ﹤0.01%
157,036
-14,273
3778
$5.98M ﹤0.01%
430,566
+82,621
3779
$5.97M ﹤0.01%
10,295,665
+5,841,638
3780
$5.95M ﹤0.01%
45,872
+17,915
3781
$5.95M ﹤0.01%
367,790
-26,215
3782
$5.95M ﹤0.01%
246,778
+4,979
3783
$5.94M ﹤0.01%
86,773
-20,173
3784
$5.94M ﹤0.01%
177,382
+85,614
3785
$5.94M ﹤0.01%
1,513,424
+191,768
3786
$5.93M ﹤0.01%
605,389
+93,982
3787
$5.93M ﹤0.01%
1,611,567
-339,155
3788
$5.91M ﹤0.01%
180,064
+95,954
3789
$5.91M ﹤0.01%
1,067,058
+172,694
3790
$5.91M ﹤0.01%
461,097
+267,118
3791
$5.91M ﹤0.01%
1,950,467
+921,144
3792
$5.9M ﹤0.01%
102,127
-20,984
3793
$5.88M ﹤0.01%
1,458,902
+536,256
3794
$5.86M ﹤0.01%
192,757
-8,005
3795
$5.86M ﹤0.01%
123,345
+58,474
3796
$5.85M ﹤0.01%
130,871
+46,072
3797
$5.84M ﹤0.01%
447,823
+56,725
3798
$5.84M ﹤0.01%
808,798
-581,902
3799
$5.84M ﹤0.01%
264,396
-2,821
3800
$5.83M ﹤0.01%
69,028
-25,514
150 151
152
153 154