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
4076
$3.92M ﹤0.01%
463,641
-24,144
4077
$3.92M ﹤0.01%
1,441,821
+30,529
4078
$3.92M ﹤0.01%
121,997
-73,138
4079
$3.91M ﹤0.01%
828,829
+533,320
4080
$3.91M ﹤0.01%
525,733
+61,179
4081
$3.91M ﹤0.01%
30,786
+2,317
4082
$3.9M ﹤0.01%
468,223
-99,672
4083
$3.9M ﹤0.01%
1,661,593
+172,774
4084
$3.9M ﹤0.01%
58,126
-6,991
4085
$3.9M ﹤0.01%
342,498
+33,528
4086
$3.9M ﹤0.01%
599,082
+35,169
4087
$3.9M ﹤0.01%
173,136
+13,099
4088
$3.89M ﹤0.01%
1,484,941
-49,871
4089
$3.88M ﹤0.01%
2,269,222
+2,040,609
4090
$3.87M ﹤0.01%
275,470
-175,434
4091
$3.87M ﹤0.01%
144,121
+991
4092
$3.86M ﹤0.01%
772,154
+3,936
4093
$3.86M ﹤0.01%
1,002,578
+653
4094
$3.85M ﹤0.01%
107,112
+63,494
4095
$3.85M ﹤0.01%
2,852,119
+150,670
4096
$3.83M ﹤0.01%
86,035
-554
4097
$3.83M ﹤0.01%
776,690
+30,456
4098
$3.82M ﹤0.01%
3,180,430
-4,600
4099
$3.81M ﹤0.01%
464,000
+92,778
4100
$3.81M ﹤0.01%
68,251
+23,102
162 163
164
165 166