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
4426
$2.39M ﹤0.01%
22,934
+459
4427
$2.39M ﹤0.01%
44,785
+543
4428
$2.38M ﹤0.01%
86,395
+63,857
4429
$2.38M ﹤0.01%
873,141
-849,384
4430
$2.38M ﹤0.01%
138,110
+35,611
4431
$2.38M ﹤0.01%
278,387
-28,815
4432
$2.38M ﹤0.01%
80,275
+658
4433
$2.37M ﹤0.01%
332,014
+61,198
4434
$2.37M ﹤0.01%
397,004
-202,480
4435
$2.36M ﹤0.01%
90,507
+23,352
4436
$2.36M ﹤0.01%
348,026
-331,694
4437
$2.36M ﹤0.01%
167,969
+4,419
4438
$2.36M ﹤0.01%
146,004
+31,169
4439
$2.35M ﹤0.01%
1,198,165
+579,678
4440
$2.34M ﹤0.01%
72,469
-75,928
4441
$2.34M ﹤0.01%
154,003
+39,615
4442
$2.33M ﹤0.01%
67,955
+2,999
4443
$2.33M ﹤0.01%
43,047
+5,344
4444
$2.33M ﹤0.01%
102,940
+2,862
4445
$2.32M ﹤0.01%
570,129
+3,009
4446
$2.32M ﹤0.01%
301,463
+22,101
4447
$2.32M ﹤0.01%
101,542
-30,284
4448
$2.31M ﹤0.01%
1,285,689
+15,300
4449
$2.31M ﹤0.01%
149,032
+25,857
4450
$2.31M ﹤0.01%
17,482
+4,735
176 177
178
179 180