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
4626
$1.75M ﹤0.01%
224,636
-24,466
4627
$1.74M ﹤0.01%
35,546
-5,878
4628
$1.74M ﹤0.01%
60,000
4629
$1.74M ﹤0.01%
29,786
-16,898
4630
$1.73M ﹤0.01%
93,887
+70,734
4631
$1.73M ﹤0.01%
258,620
-33,325
4632
$1.73M ﹤0.01%
15,576
+259
4633
$1.71M ﹤0.01%
62,640
+27,445
4634
$1.71M ﹤0.01%
40,851
+23,571
4635
$1.7M ﹤0.01%
147,535
+24,117
4636
$1.7M ﹤0.01%
52,614
+2,300
4637
$1.69M ﹤0.01%
374,396
+72,497
4638
$1.69M ﹤0.01%
130,272
+3,626
4639
$1.69M ﹤0.01%
39,427
+36,271
4640
$1.69M ﹤0.01%
239,068
+126,162
4641
$1.68M ﹤0.01%
71,732
+6,227
4642
$1.68M ﹤0.01%
64,773
+7,619
4643
$1.67M ﹤0.01%
353,779
-18,933
4644
$1.67M ﹤0.01%
84,474
-35,905
4645
$1.67M ﹤0.01%
68,133
+13,966
4646
$1.67M ﹤0.01%
38,237
+15,097
4647
$1.66M ﹤0.01%
216,229
+6,099
4648
$1.66M ﹤0.01%
33,871
+14,325
4649
$1.66M ﹤0.01%
464,576
+258,127
4650
$1.66M ﹤0.01%
207,103
+2,080
184 185
186
187 188