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
4176
$3.43M ﹤0.01%
263,950
+37,984
4177
$3.42M ﹤0.01%
75,679
+16,155
4178
$3.41M ﹤0.01%
935,466
+687,618
4179
$3.4M ﹤0.01%
208,191
-29,665
4180
$3.4M ﹤0.01%
93,845
-18,728
4181
$3.39M ﹤0.01%
340,469
+12,152
4182
$3.38M ﹤0.01%
637,391
-700
4183
$3.38M ﹤0.01%
272,782
+9,829
4184
$3.38M ﹤0.01%
1,199,135
-76,451
4185
$3.38M ﹤0.01%
67,680
-380,555
4186
$3.38M ﹤0.01%
204,872
-883,467
4187
$3.38M ﹤0.01%
276,059
+44,991
4188
$3.37M ﹤0.01%
203,205
+178,513
4189
$3.37M ﹤0.01%
355,002
+14,718
4190
$3.37M ﹤0.01%
259,361
+123,147
4191
$3.35M ﹤0.01%
112,945
-3,839
4192
$3.35M ﹤0.01%
849,958
-122,255
4193
$3.35M ﹤0.01%
334,845
-198,519
4194
$3.35M ﹤0.01%
318,002
-34,312
4195
$3.34M ﹤0.01%
671,489
+115,503
4196
$3.34M ﹤0.01%
59,035
-3,028
4197
$3.34M ﹤0.01%
87,973
+2,546
4198
$3.34M ﹤0.01%
220,947
+66,770
4199
$3.34M ﹤0.01%
622,392
+494,600
4200
$3.33M ﹤0.01%
48,112
+5,987
166 167
168
169 170