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
4051
$4.07M ﹤0.01%
1,283,551
+283,551
4052
$4.06M ﹤0.01%
592,671
+271,113
4053
$4.04M ﹤0.01%
163,795
-32,471
4054
$4.03M ﹤0.01%
156,930
+73,084
4055
$4.03M ﹤0.01%
73,690
+3,727
4056
$4.01M ﹤0.01%
272,381
+97,857
4057
$4.01M ﹤0.01%
48,639
-2,154
4058
$4.01M ﹤0.01%
214,335
-162,588
4059
$4M ﹤0.01%
495,813
+36,890
4060
$4M ﹤0.01%
155,914
-6,891
4061
$3.99M ﹤0.01%
308,181
+121,695
4062
$3.99M ﹤0.01%
695,160
+257,586
4063
$3.98M ﹤0.01%
866,186
-372,882
4064
$3.98M ﹤0.01%
701,361
-28,569
4065
$3.98M ﹤0.01%
274,540
+11,235
4066
$3.97M ﹤0.01%
286,953
+16,131
4067
$3.97M ﹤0.01%
1,659,651
-47,368
4068
$3.96M ﹤0.01%
432,796
+13,098
4069
$3.96M ﹤0.01%
926,465
-313,418
4070
$3.95M ﹤0.01%
1,020,659
-1,222,513
4071
$3.95M ﹤0.01%
78,378
-280
4072
$3.94M ﹤0.01%
167,734
+126,350
4073
$3.94M ﹤0.01%
415,873
-187,276
4074
$3.92M ﹤0.01%
351,655
+19,317
4075
$3.92M ﹤0.01%
495,507
-155,927
161 162
163
164 165