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
4551
$2M ﹤0.01%
471,355
+214,030
4552
$2M ﹤0.01%
122,365
+1,985
4553
$1.99M ﹤0.01%
311,096
+161,521
4554
$1.99M ﹤0.01%
58,737
+26,044
4555
$1.99M ﹤0.01%
643,088
+180,944
4556
$1.99M ﹤0.01%
397,077
+76,689
4557
$1.98M ﹤0.01%
1,329,388
+532,711
4558
$1.98M ﹤0.01%
1,197,138
+549,229
4559
$1.97M ﹤0.01%
295,541
-186,092
4560
$1.97M ﹤0.01%
625,837
-61,462
4561
$1.97M ﹤0.01%
77,223
-22,682
4562
$1.97M ﹤0.01%
358,302
+80,510
4563
$1.97M ﹤0.01%
301,748
-54,417
4564
$1.97M ﹤0.01%
84,935
-12,815
4565
$1.96M ﹤0.01%
101,193
+11,603
4566
$1.96M ﹤0.01%
108,661
-3,328
4567
$1.96M ﹤0.01%
877,006
+340,350
4568
$1.95M ﹤0.01%
61,340
+26,572
4569
$1.95M ﹤0.01%
+137,467
4570
$1.94M ﹤0.01%
181,725
-19,793
4571
$1.94M ﹤0.01%
40,425
+13,796
4572
$1.94M ﹤0.01%
99,842
+32,194
4573
$1.94M ﹤0.01%
93,123
-19,244
4574
$1.93M ﹤0.01%
51,862
+2,104
4575
$1.93M ﹤0.01%
456,189
+115,054
181 182
183
184 185