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
4201
$3.33M ﹤0.01%
358,382
-428,656
4202
$3.33M ﹤0.01%
47,146
-21,814
4203
$3.33M ﹤0.01%
149,409
-46,468
4204
$3.32M ﹤0.01%
111,778
-1,143
4205
$3.32M ﹤0.01%
257,995
-106,545
4206
$3.32M ﹤0.01%
115,847
+8,726
4207
$3.32M ﹤0.01%
131,701
+32,355
4208
$3.32M ﹤0.01%
88,850
+4,061
4209
$3.31M ﹤0.01%
741,172
+311,269
4210
$3.31M ﹤0.01%
296,433
-4,747
4211
$3.3M ﹤0.01%
189,697
+60,190
4212
$3.29M ﹤0.01%
109,493
+8,061
4213
$3.29M ﹤0.01%
65,880
+37,078
4214
$3.29M ﹤0.01%
503,178
+77,658
4215
$3.28M ﹤0.01%
78,986
+6,536
4216
$3.28M ﹤0.01%
93,480
-5,959
4217
$3.27M ﹤0.01%
790,408
+347,894
4218
$3.27M ﹤0.01%
248,722
+45,582
4219
$3.27M ﹤0.01%
1,858,176
+3,408
4220
$3.27M ﹤0.01%
17,698
-2,055
4221
$3.27M ﹤0.01%
337,059
-123,743
4222
$3.26M ﹤0.01%
280,788
+11,441
4223
$3.26M ﹤0.01%
39,514
+4,862
4224
$3.26M ﹤0.01%
435,308
+59,087
4225
$3.26M ﹤0.01%
119,938
-77,104
167 168
169
170 171