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
4126
$3.71M ﹤0.01%
467,451
+22,342
4127
$3.7M ﹤0.01%
114,430
+3,165
4128
$3.7M ﹤0.01%
125,513
+5,486
4129
$3.7M ﹤0.01%
134,393
-257,479
4130
$3.69M ﹤0.01%
89,993
-14,816
4131
$3.68M ﹤0.01%
2,079,532
+149,040
4132
$3.67M ﹤0.01%
115,577
+13,929
4133
$3.67M ﹤0.01%
59,429
+10,672
4134
$3.66M ﹤0.01%
179,659
-4,224
4135
$3.66M ﹤0.01%
339,914
+9,773
4136
$3.66M ﹤0.01%
218,604
+158,804
4137
$3.65M ﹤0.01%
1,609,136
+691,745
4138
$3.63M ﹤0.01%
897,753
+126,649
4139
$3.62M ﹤0.01%
212,926
-10,728
4140
$3.62M ﹤0.01%
247,534
-10,384
4141
$3.61M ﹤0.01%
106,319
-78,067
4142
$3.6M ﹤0.01%
1,026,999
+108,196
4143
$3.6M ﹤0.01%
152,744
-502,512
4144
$3.58M ﹤0.01%
418,119
+8,463
4145
$3.56M ﹤0.01%
517,674
-147,306
4146
$3.55M ﹤0.01%
306,438
-6,736
4147
$3.55M ﹤0.01%
640,391
+380,720
4148
$3.55M ﹤0.01%
79,294
-36,025
4149
$3.55M ﹤0.01%
183,926
+58,801
4150
$3.55M ﹤0.01%
92,212
-4,947
164 165
166
167 168