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
3976
$4.49M ﹤0.01%
104,149
+8,639
3977
$4.49M ﹤0.01%
260,513
+35,023
3978
$4.49M ﹤0.01%
251,820
-194,326
3979
$4.48M ﹤0.01%
217,660
+149,417
3980
$4.47M ﹤0.01%
64,854
-30
3981
$4.47M ﹤0.01%
324,721
-607,430
3982
$4.46M ﹤0.01%
1,307,195
+388,961
3983
$4.45M ﹤0.01%
1,567,759
-386,167
3984
$4.45M ﹤0.01%
405,213
+13,662
3985
$4.44M ﹤0.01%
854,735
-19,275
3986
$4.44M ﹤0.01%
149,642
+15,780
3987
$4.43M ﹤0.01%
1,810,165
+229,267
3988
$4.42M ﹤0.01%
913,191
+289,461
3989
$4.39M ﹤0.01%
126,348
+337
3990
$4.39M ﹤0.01%
270,203
+1,716
3991
$4.37M ﹤0.01%
145,331
+31,593
3992
$4.37M ﹤0.01%
98,134
+16,139
3993
$4.37M ﹤0.01%
185,424
-53,713
3994
$4.37M ﹤0.01%
2,646,199
-682,655
3995
$4.36M ﹤0.01%
453,636
+18,946
3996
$4.36M ﹤0.01%
84,137
+7,342
3997
$4.36M ﹤0.01%
386,922
+59,258
3998
$4.36M ﹤0.01%
903,829
+381,162
3999
$4.35M ﹤0.01%
619,027
+43,235
4000
$4.34M ﹤0.01%
247,945
-268,627
158 159
160
161 162