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
4376
$2.62M ﹤0.01%
202,641
+10,459
4377
$2.61M ﹤0.01%
339,562
+98,836
4378
$2.6M ﹤0.01%
202,174
+43,725
4379
$2.59M ﹤0.01%
80,791
-6,568
4380
$2.59M ﹤0.01%
211,668
-55,073
4381
$2.58M ﹤0.01%
239,820
+47,882
4382
$2.58M ﹤0.01%
54,569
-36,335
4383
$2.58M ﹤0.01%
120,631
+58,515
4384
$2.57M ﹤0.01%
469,451
-44,105
4385
$2.56M ﹤0.01%
297,372
+7,126
4386
$2.56M ﹤0.01%
142,207
-12,518
4387
$2.56M ﹤0.01%
30,185
+23,868
4388
$2.55M ﹤0.01%
+75,224
4389
$2.54M ﹤0.01%
10,104
+3,045
4390
$2.54M ﹤0.01%
292,912
+99,918
4391
$2.54M ﹤0.01%
95,730
-42,523
4392
$2.53M ﹤0.01%
229,711
+119,051
4393
$2.53M ﹤0.01%
822,504
-97,356
4394
$2.52M ﹤0.01%
153,146
+7,961
4395
$2.52M ﹤0.01%
360,322
+66,169
4396
$2.51M ﹤0.01%
109,984
-11,288
4397
$2.51M ﹤0.01%
40,191
+1,766
4398
$2.5M ﹤0.01%
130,935
+13,966
4399
$2.5M ﹤0.01%
127,792
+40,833
4400
$2.5M ﹤0.01%
270,302
+14,197
174 175
176
177 178