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
3901
$5.03M ﹤0.01%
105,477
-45,343
3902
$5.02M ﹤0.01%
489,237
+164,427
3903
$5.02M ﹤0.01%
453,819
-381,685
3904
$5.01M ﹤0.01%
474,621
+25,062
3905
$5M ﹤0.01%
272,083
-75,784
3906
$4.98M ﹤0.01%
908,001
+144,892
3907
$4.97M ﹤0.01%
427,115
+144,876
3908
$4.97M ﹤0.01%
602,756
+359,316
3909
$4.95M ﹤0.01%
134,469
+58,660
3910
$4.94M ﹤0.01%
187,671
+29,932
3911
$4.9M ﹤0.01%
40,984
+123
3912
$4.9M ﹤0.01%
662,681
+61,029
3913
$4.9M ﹤0.01%
463,816
-276,726
3914
$4.9M ﹤0.01%
305,005
-29,156
3915
$4.9M ﹤0.01%
157,466
+35,683
3916
$4.88M ﹤0.01%
216,562
-10,230
3917
$4.87M ﹤0.01%
109,741
-17,927
3918
$4.85M ﹤0.01%
358,790
+35,828
3919
$4.84M ﹤0.01%
73,564
+35,705
3920
$4.84M ﹤0.01%
182,852
+15,736
3921
$4.84M ﹤0.01%
758,726
+173,740
3922
$4.84M ﹤0.01%
556,662
+19,169
3923
$4.83M ﹤0.01%
289,583
-9,199
3924
$4.83M ﹤0.01%
741,516
+4,196
3925
$4.82M ﹤0.01%
1,721,530
-435,432
155 156
157
158 159