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
4151
$3.54M ﹤0.01%
207,329
+40,284
4152
$3.53M ﹤0.01%
171,027
+2,031
4153
$3.53M ﹤0.01%
323,657
-3,971
4154
$3.52M ﹤0.01%
124,684
+47,575
4155
$3.52M ﹤0.01%
3,038,166
+319,324
4156
$3.52M ﹤0.01%
229,601
+28,820
4157
$3.52M ﹤0.01%
1,768,353
+1,000,492
4158
$3.51M ﹤0.01%
29,088
-16,767
4159
$3.51M ﹤0.01%
245,046
+137,725
4160
$3.5M ﹤0.01%
681,555
-458,107
4161
$3.5M ﹤0.01%
1,013,703
-260,514
4162
$3.5M ﹤0.01%
76,779
+3,877
4163
$3.47M ﹤0.01%
216,214
+69,445
4164
$3.47M ﹤0.01%
230,843
+19,862
4165
$3.47M ﹤0.01%
97,199
-22,214
4166
$3.47M ﹤0.01%
182,406
+37,169
4167
$3.46M ﹤0.01%
42,946
+20,458
4168
$3.46M ﹤0.01%
135,407
+67,107
4169
$3.45M ﹤0.01%
700,704
-415,607
4170
$3.45M ﹤0.01%
119,402
-257,166
4171
$3.44M ﹤0.01%
297,402
-41,182
4172
$3.44M ﹤0.01%
112,452
+32,869
4173
$3.44M ﹤0.01%
205,159
+11,570
4174
$3.44M ﹤0.01%
88,410
+44,829
4175
$3.44M ﹤0.01%
69,937
-28,997
165 166
167
168 169