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
4451
$2.31M ﹤0.01%
2,202,085
+229,742
4452
$2.31M ﹤0.01%
899,584
-179,089
4453
$2.31M ﹤0.01%
452,021
+125,803
4454
$2.31M ﹤0.01%
428,798
+39,361
4455
$2.29M ﹤0.01%
52,854
-15,653
4456
$2.29M ﹤0.01%
338,866
-649,754
4457
$2.28M ﹤0.01%
282,664
+183,013
4458
$2.28M ﹤0.01%
59,751
+9,701
4459
$2.27M ﹤0.01%
64,861
+53,684
4460
$2.27M ﹤0.01%
51,850
-247
4461
$2.27M ﹤0.01%
76,104
+23,078
4462
$2.26M ﹤0.01%
185,740
+2,341
4463
$2.26M ﹤0.01%
102,220
+12,349
4464
$2.26M ﹤0.01%
89,025
+21,993
4465
$2.26M ﹤0.01%
120,775
-130,770
4466
$2.26M ﹤0.01%
1,079,850
+139,144
4467
$2.25M ﹤0.01%
495,054
+34,488
4468
$2.25M ﹤0.01%
63,689
+25,127
4469
$2.24M ﹤0.01%
155,087
+26,980
4470
$2.24M ﹤0.01%
46,406
+1,072
4471
$2.24M ﹤0.01%
68,382
+16,636
4472
$2.23M ﹤0.01%
34,234
+23,688
4473
$2.23M ﹤0.01%
820,727
+750,405
4474
$2.23M ﹤0.01%
325,018
-6,455
4475
$2.23M ﹤0.01%
74,535
+22,636
177 178
179
180 181