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
3926
$4.79M ﹤0.01%
311,467
-899
3927
$4.78M ﹤0.01%
283,532
-16,290
3928
$4.77M ﹤0.01%
483,977
+24,929
3929
$4.76M ﹤0.01%
612,200
-473,448
3930
$4.75M ﹤0.01%
54,611
-12,084
3931
$4.75M ﹤0.01%
166,388
-46,436
3932
$4.74M ﹤0.01%
180,902
+3,704
3933
$4.74M ﹤0.01%
172,956
-72,301
3934
$4.74M ﹤0.01%
424,296
+55,638
3935
$4.73M ﹤0.01%
193,592
-758,922
3936
$4.73M ﹤0.01%
271,085
-89,373
3937
$4.72M ﹤0.01%
128,500
-13,426
3938
$4.72M ﹤0.01%
92,788
+1,139
3939
$4.71M ﹤0.01%
112,905
+93,527
3940
$4.71M ﹤0.01%
3,318,439
+541,396
3941
$4.7M ﹤0.01%
+255,977
3942
$4.7M ﹤0.01%
166,979
+1,808
3943
$4.69M ﹤0.01%
205,671
-148,470
3944
$4.69M ﹤0.01%
441,680
+42,955
3945
$4.68M ﹤0.01%
246,235
-48,944
3946
$4.67M ﹤0.01%
157,945
+10,994
3947
$4.67M ﹤0.01%
353,691
+196,953
3948
$4.67M ﹤0.01%
113,585
-90,084
3949
$4.67M ﹤0.01%
111,375
+61,897
3950
$4.65M ﹤0.01%
160,034
-23,997
156 157
158
159 160