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
4401
$2.5M ﹤0.01%
348,375
-307,019
4402
$2.49M ﹤0.01%
306,387
-136,756
4403
$2.49M ﹤0.01%
112,693
-77,788
4404
$2.48M ﹤0.01%
620,838
+377,894
4405
$2.48M ﹤0.01%
123,928
-108,230
4406
$2.47M ﹤0.01%
99,967
+6,327
4407
$2.46M ﹤0.01%
86,320
+24,249
4408
$2.46M ﹤0.01%
304,963
-573,729
4409
$2.45M ﹤0.01%
131,585
+13
4410
$2.45M ﹤0.01%
39,686
+8,279
4411
$2.45M ﹤0.01%
57,155
+7,187
4412
$2.44M ﹤0.01%
82,963
-56,392
4413
$2.44M ﹤0.01%
195,614
+32,198
4414
$2.43M ﹤0.01%
84,355
-29,374
4415
$2.43M ﹤0.01%
33,922
-7,726
4416
$2.42M ﹤0.01%
132,760
+27,265
4417
$2.42M ﹤0.01%
46,941
+8,146
4418
$2.41M ﹤0.01%
679,333
+198,445
4419
$2.41M ﹤0.01%
338,592
-106,186
4420
$2.4M ﹤0.01%
68,834
-6,210
4421
$2.4M ﹤0.01%
1,295,114
-49,901
4422
$2.4M ﹤0.01%
133,455
-38,722
4423
$2.39M ﹤0.01%
106,260
+6,934
4424
$2.39M ﹤0.01%
53,876
-14,078
4425
$2.39M ﹤0.01%
209,913
+92,839
175 176
177
178 179