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
4226
$3.26M ﹤0.01%
352,553
-41,007
4227
$3.25M ﹤0.01%
73,029
+25,503
4228
$3.25M ﹤0.01%
449,925
-13,873
4229
$3.23M ﹤0.01%
197,817
+9,431
4230
$3.23M ﹤0.01%
123,663
+30,722
4231
$3.23M ﹤0.01%
461,969
+36,900
4232
$3.22M ﹤0.01%
335,781
+12,835
4233
$3.21M ﹤0.01%
52,652
+37,146
4234
$3.21M ﹤0.01%
249,114
-7,998
4235
$3.21M ﹤0.01%
463,253
-1,578,055
4236
$3.21M ﹤0.01%
42,803
-256
4237
$3.21M ﹤0.01%
174,981
-9,639
4238
$3.21M ﹤0.01%
150,576
+35,059
4239
$3.21M ﹤0.01%
164,610
+65,777
4240
$3.2M ﹤0.01%
84,304
+84,303
4241
$3.2M ﹤0.01%
85,572
+20,322
4242
$3.19M ﹤0.01%
154,746
-102,889
4243
$3.18M ﹤0.01%
54,600
-134,154
4244
$3.17M ﹤0.01%
37,397
-2,255
4245
$3.17M ﹤0.01%
83,656
+11,869
4246
$3.17M ﹤0.01%
104,135
+11,778
4247
$3.16M ﹤0.01%
540,663
+43,694
4248
$3.16M ﹤0.01%
993,632
-1,189,309
4249
$3.16M ﹤0.01%
214,855
+27,990
4250
$3.16M ﹤0.01%
272,907
-35,697
168 169
170
171 172