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
3826
$5.67M ﹤0.01%
309,380
-9,403
3827
$5.63M ﹤0.01%
164,378
+23,507
3828
$5.62M ﹤0.01%
277,909
+984
3829
$5.61M ﹤0.01%
73,328
-1,839
3830
$5.61M ﹤0.01%
567,893
+46,844
3831
$5.61M ﹤0.01%
200,107
-19,006
3832
$5.6M ﹤0.01%
826,283
+169,981
3833
$5.6M ﹤0.01%
1,206,742
-5,477,333
3834
$5.59M ﹤0.01%
244,662
-62,529
3835
$5.58M ﹤0.01%
462,292
+115,112
3836
$5.56M ﹤0.01%
1,061,822
+20,516
3837
$5.54M ﹤0.01%
356,210
+117,871
3838
$5.54M ﹤0.01%
161,138
+51,657
3839
$5.53M ﹤0.01%
142,658
+31,171
3840
$5.5M ﹤0.01%
165,364
+163,399
3841
$5.5M ﹤0.01%
245,590
+79,414
3842
$5.48M ﹤0.01%
272,894
+5,599
3843
$5.46M ﹤0.01%
562,848
-64,661
3844
$5.45M ﹤0.01%
1,078,968
-540,464
3845
$5.42M ﹤0.01%
131,323
-193,977
3846
$5.42M ﹤0.01%
201,405
+28,155
3847
$5.41M ﹤0.01%
420,442
+11,262
3848
$5.38M ﹤0.01%
296,579
+43,803
3849
$5.38M ﹤0.01%
586,097
-281,607
3850
$5.38M ﹤0.01%
431,934
+47,247
152 153
154
155 156