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
4601
$1.86M ﹤0.01%
83,875
+22,463
4602
$1.85M ﹤0.01%
55,948
-7,870
4603
$1.84M ﹤0.01%
235,477
+79,030
4604
$1.84M ﹤0.01%
67,285
+40,324
4605
$1.84M ﹤0.01%
343,569
-284,510
4606
$1.84M ﹤0.01%
78,492
+4,694
4607
$1.83M ﹤0.01%
36,667
-4,770
4608
$1.82M ﹤0.01%
79,618
+20,918
4609
$1.82M ﹤0.01%
70,712
+18,810
4610
$1.82M ﹤0.01%
34,670
+13,037
4611
$1.82M ﹤0.01%
61,088
+31,762
4612
$1.81M ﹤0.01%
129,900
-2,973
4613
$1.8M ﹤0.01%
371,322
+104,387
4614
$1.79M ﹤0.01%
39,241
+15,736
4615
$1.79M ﹤0.01%
173,350
-12,528
4616
$1.78M ﹤0.01%
78,007
+65,595
4617
$1.78M ﹤0.01%
659,444
-305,111
4618
$1.78M ﹤0.01%
372,865
-1,265
4619
$1.78M ﹤0.01%
42,790
-206,489
4620
$1.78M ﹤0.01%
156,941
+2,982
4621
$1.77M ﹤0.01%
338,651
-287,843
4622
$1.77M ﹤0.01%
83,160
-10,921
4623
$1.76M ﹤0.01%
142,859
+51,938
4624
$1.76M ﹤0.01%
259,345
-123,758
4625
$1.75M ﹤0.01%
462,780
-33,784
183 184
185
186 187