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
4301
$2.95M ﹤0.01%
209,950
-48,096
4302
$2.95M ﹤0.01%
393,930
+102,576
4303
$2.95M ﹤0.01%
428,852
+126,874
4304
$2.94M ﹤0.01%
109,498
+32,630
4305
$2.94M ﹤0.01%
480,175
-327,284
4306
$2.94M ﹤0.01%
1,365,433
+540,222
4307
$2.92M ﹤0.01%
415,496
+96,862
4308
$2.92M ﹤0.01%
21,458
+1,134
4309
$2.91M ﹤0.01%
167,356
+71,581
4310
$2.91M ﹤0.01%
85,394
+32,589
4311
$2.91M ﹤0.01%
165,788
+42,453
4312
$2.91M ﹤0.01%
36,835
+484
4313
$2.9M ﹤0.01%
1,810,543
+151,885
4314
$2.9M ﹤0.01%
354,806
-149,444
4315
$2.89M ﹤0.01%
616,421
+119,201
4316
$2.89M ﹤0.01%
248,942
-57,200
4317
$2.89M ﹤0.01%
365,374
-352,122
4318
$2.87M ﹤0.01%
268,151
+129,115
4319
$2.86M ﹤0.01%
101,392
+34,009
4320
$2.86M ﹤0.01%
108,152
-36,018
4321
$2.85M ﹤0.01%
20,682
+615
4322
$2.85M ﹤0.01%
45,657
+11,675
4323
$2.84M ﹤0.01%
381,840
-61,528
4324
$2.84M ﹤0.01%
231,992
-150,062
4325
$2.83M ﹤0.01%
50,090
+29,030
171 172
173
174 175