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
4101
$3.81M ﹤0.01%
205,867
+16,473
4102
$3.81M ﹤0.01%
371,727
-52,195
4103
$3.81M ﹤0.01%
285,401
+133,505
4104
$3.81M ﹤0.01%
174,240
+55,117
4105
$3.81M ﹤0.01%
148,516
-88,392
4106
$3.8M ﹤0.01%
84,286
-14,467
4107
$3.78M ﹤0.01%
1,645,496
+396,879
4108
$3.78M ﹤0.01%
119,083
+4,904
4109
$3.78M ﹤0.01%
91,453
+36,382
4110
$3.78M ﹤0.01%
175,754
-11,073
4111
$3.78M ﹤0.01%
522,614
+22,525
4112
$3.78M ﹤0.01%
85,299
-106,569
4113
$3.75M ﹤0.01%
99,701
-12,086
4114
$3.75M ﹤0.01%
34,265
-5,032
4115
$3.75M ﹤0.01%
239,240
+3,324
4116
$3.74M ﹤0.01%
114,207
-4,109
4117
$3.74M ﹤0.01%
109,885
-13,831
4118
$3.74M ﹤0.01%
73,981
-18,996
4119
$3.73M ﹤0.01%
38,540
+1,858
4120
$3.73M ﹤0.01%
81,143
-4,958
4121
$3.73M ﹤0.01%
333,952
-184,041
4122
$3.73M ﹤0.01%
263,727
+161,496
4123
$3.73M ﹤0.01%
920,670
-604,083
4124
$3.71M ﹤0.01%
117,326
-745
4125
$3.71M ﹤0.01%
79,051
-3,407
163 164
165
166 167