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
4476
$2.22M ﹤0.01%
326,933
+99,281
4477
$2.22M ﹤0.01%
156,890
+24,250
4478
$2.22M ﹤0.01%
192,921
-168,246
4479
$2.22M ﹤0.01%
30,661
+17,479
4480
$2.22M ﹤0.01%
271,798
+121,823
4481
$2.21M ﹤0.01%
194,506
+44,433
4482
$2.21M ﹤0.01%
29,904
+20,120
4483
$2.21M ﹤0.01%
174,459
+2,899
4484
$2.2M ﹤0.01%
79,758
+1,424
4485
$2.2M ﹤0.01%
162,541
+34,849
4486
$2.19M ﹤0.01%
158,294
+101,694
4487
$2.19M ﹤0.01%
78,381
+22,192
4488
$2.19M ﹤0.01%
273,520
+25,953
4489
$2.19M ﹤0.01%
39,572
-2,823
4490
$2.19M ﹤0.01%
100,196
-2,540
4491
$2.19M ﹤0.01%
62,460
-83,714
4492
$2.19M ﹤0.01%
241,828
+229,165
4493
$2.18M ﹤0.01%
323,494
-20,348
4494
$2.18M ﹤0.01%
39,971
-3,628
4495
$2.18M ﹤0.01%
32,596
-3,258
4496
$2.18M ﹤0.01%
1,106,705
+13,209
4497
$2.18M ﹤0.01%
607,840
-19,865
4498
$2.16M ﹤0.01%
476,069
+90,044
4499
$2.16M ﹤0.01%
870,708
+405,887
4500
$2.14M ﹤0.01%
264,594
-7,185
178 179
180
181 182