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
4351
$2.72M ﹤0.01%
88,250
+31,234
4352
$2.72M ﹤0.01%
1,698,823
+419,921
4353
$2.72M ﹤0.01%
218,145
-70,554
4354
$2.71M ﹤0.01%
1,182,871
+144,185
4355
$2.71M ﹤0.01%
515,688
+312,729
4356
$2.7M ﹤0.01%
345,321
+91,470
4357
$2.7M ﹤0.01%
5,508
+2,249
4358
$2.68M ﹤0.01%
3,054,793
-633,659
4359
$2.68M ﹤0.01%
196,863
+13,993
4360
$2.67M ﹤0.01%
128,472
-74,716
4361
$2.67M ﹤0.01%
105,660
+95,489
4362
$2.67M ﹤0.01%
116,580
-4,398
4363
$2.67M ﹤0.01%
735,170
+397,711
4364
$2.67M ﹤0.01%
38,173
+4,965
4365
$2.66M ﹤0.01%
143,190
+79,535
4366
$2.65M ﹤0.01%
128,653
+11,893
4367
$2.65M ﹤0.01%
28,044
+1,593
4368
$2.65M ﹤0.01%
202,974
+35,748
4369
$2.65M ﹤0.01%
32,923
+15,180
4370
$2.64M ﹤0.01%
713,649
+591,383
4371
$2.63M ﹤0.01%
341,977
+98,608
4372
$2.63M ﹤0.01%
450,563
+52,872
4373
$2.63M ﹤0.01%
1,289,387
-672,373
4374
$2.63M ﹤0.01%
58,413
+1,789
4375
$2.62M ﹤0.01%
346,249
+3,507
173 174
175
176 177