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
3801
$5.82M ﹤0.01%
2,824,723
+108,468
3802
$5.82M ﹤0.01%
1,182,166
-135,522
3803
$5.81M ﹤0.01%
504,752
-58,801
3804
$5.81M ﹤0.01%
189,957
-4,937
3805
$5.81M ﹤0.01%
931,260
+179,219
3806
$5.8M ﹤0.01%
277,043
-11,632
3807
$5.8M ﹤0.01%
1,037,259
+699,495
3808
$5.79M ﹤0.01%
209,754
+101,617
3809
$5.78M ﹤0.01%
290,942
-76,385
3810
$5.77M ﹤0.01%
81,612
-6,231
3811
$5.77M ﹤0.01%
179,148
+24,992
3812
$5.76M ﹤0.01%
622,477
-180,542
3813
$5.76M ﹤0.01%
382,335
+116,062
3814
$5.76M ﹤0.01%
205,485
+204,098
3815
$5.75M ﹤0.01%
533,223
-99,426
3816
$5.74M ﹤0.01%
204,058
+10,078
3817
$5.74M ﹤0.01%
217,458
+33,441
3818
$5.74M ﹤0.01%
266,045
+104,967
3819
$5.73M ﹤0.01%
171,841
+7,222
3820
$5.7M ﹤0.01%
1,110,583
+79,564
3821
$5.69M ﹤0.01%
23,491
+2,904
3822
$5.69M ﹤0.01%
920,240
+676,058
3823
$5.69M ﹤0.01%
364,753
+120,061
3824
$5.68M ﹤0.01%
326,374
+485
3825
$5.68M ﹤0.01%
410,811
+42,239
151 152
153
154 155