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
3876
$5.2M ﹤0.01%
683,668
-29,989
3877
$5.19M ﹤0.01%
306,577
+5,053
3878
$5.19M ﹤0.01%
722,756
-204,797
3879
$5.17M ﹤0.01%
430,283
+5,323
3880
$5.16M ﹤0.01%
376,687
+64,013
3881
$5.15M ﹤0.01%
258,881
-29,584
3882
$5.15M ﹤0.01%
53,836
+28,169
3883
$5.14M ﹤0.01%
111,375
+13,440
3884
$5.14M ﹤0.01%
551,597
-1,092
3885
$5.13M ﹤0.01%
546,539
+166,156
3886
$5.12M ﹤0.01%
66,439
+14,501
3887
$5.12M ﹤0.01%
501,366
-587,933
3888
$5.12M ﹤0.01%
506,811
+39,866
3889
$5.11M ﹤0.01%
489,192
+34,031
3890
$5.1M ﹤0.01%
98,219
+32,391
3891
$5.09M ﹤0.01%
2,927,047
+664,732
3892
$5.09M ﹤0.01%
117,863
+77,255
3893
$5.09M ﹤0.01%
240,001
+240,000
3894
$5.07M ﹤0.01%
410,571
-91,835
3895
$5.07M ﹤0.01%
361,510
+104,444
3896
$5.07M ﹤0.01%
430,099
+78,818
3897
$5.06M ﹤0.01%
453,150
-2,515
3898
$5.06M ﹤0.01%
83,458
+4,565
3899
$5.06M ﹤0.01%
1,348,233
+213,537
3900
$5.04M ﹤0.01%
394,258
-6,965