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
4651
$1.65M ﹤0.01%
669,163
-3,116,838
4652
$1.65M ﹤0.01%
198,225
+17,048
4653
$1.64M ﹤0.01%
89,341
-10,901
4654
$1.64M ﹤0.01%
261,285
-7,264
4655
$1.64M ﹤0.01%
669,453
-906
4656
$1.64M ﹤0.01%
183,994
+101,154
4657
$1.64M ﹤0.01%
488,899
+121,359
4658
$1.63M ﹤0.01%
204,156
+4,156
4659
$1.62M ﹤0.01%
796,510
+93,990
4660
$1.62M ﹤0.01%
68,916
+4,385
4661
$1.62M ﹤0.01%
97,659
-13,852
4662
$1.61M ﹤0.01%
1,699,025
+1,258,193
4663
$1.61M ﹤0.01%
91,513
+26,268
4664
$1.6M ﹤0.01%
90,116
+22,544
4665
$1.6M ﹤0.01%
55,012
+42,863
4666
$1.6M ﹤0.01%
202,558
-38,733
4667
$1.6M ﹤0.01%
79,032
+15,934
4668
$1.6M ﹤0.01%
865,050
+241,338
4669
$1.6M ﹤0.01%
127,288
-863
4670
$1.6M ﹤0.01%
407,963
+184,124
4671
$1.59M ﹤0.01%
129,069
+38,393
4672
$1.59M ﹤0.01%
147,904
-831
4673
$1.58M ﹤0.01%
580,254
-993,728
4674
$1.58M ﹤0.01%
102,503
-10,265
4675
$1.58M ﹤0.01%
91,754
+33,333
185 186
187
188 189