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
4576
$1.93M ﹤0.01%
129,531
+22,356
4577
$1.93M ﹤0.01%
39,745
+17,441
4578
$1.92M ﹤0.01%
111,374
-635
4579
$1.92M ﹤0.01%
314,536
-4,313
4580
$1.92M ﹤0.01%
501,706
+368,530
4581
$1.92M ﹤0.01%
44,373
-2,658
4582
$1.91M ﹤0.01%
258,546
-3,427
4583
$1.91M ﹤0.01%
95,588
+34,351
4584
$1.91M ﹤0.01%
324,841
+8,412
4585
$1.91M ﹤0.01%
111,679
-92,558
4586
$1.9M ﹤0.01%
47,868
+5,407
4587
$1.89M ﹤0.01%
96,791
+12,954
4588
$1.89M ﹤0.01%
157,969
-16,241
4589
$1.89M ﹤0.01%
126,209
+49,405
4590
$1.89M ﹤0.01%
112,503
+75,807
4591
$1.89M ﹤0.01%
274,395
+36,965
4592
$1.88M ﹤0.01%
39,198
+6,630
4593
$1.88M ﹤0.01%
56,798
-4,382
4594
$1.88M ﹤0.01%
228,743
-1,505
4595
$1.87M ﹤0.01%
101,330
+5,246
4596
$1.87M ﹤0.01%
163,571
-160,870
4597
$1.87M ﹤0.01%
54,722
-4,637
4598
$1.86M ﹤0.01%
46,051
+14,299
4599
$1.86M ﹤0.01%
71,758
-33,664
4600
$1.86M ﹤0.01%
224,981
-9,097
182 183
184
185 186