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
4676
$1.58M ﹤0.01%
530,963
-140,143
4677
$1.57M ﹤0.01%
145,529
-2,225
4678
$1.57M ﹤0.01%
484,037
-43,294
4679
$1.57M ﹤0.01%
908,610
+297,591
4680
$1.56M ﹤0.01%
75,271
+15,403
4681
$1.56M ﹤0.01%
175,955
+53,443
4682
$1.55M ﹤0.01%
74,365
+15,840
4683
$1.55M ﹤0.01%
478,265
-446,194
4684
$1.55M ﹤0.01%
227,188
-208,058
4685
$1.55M ﹤0.01%
64,275
-13,720
4686
$1.54M ﹤0.01%
539,010
+175,729
4687
$1.54M ﹤0.01%
184,989
-350,084
4688
$1.53M ﹤0.01%
589,653
+37,523
4689
$1.52M ﹤0.01%
1,570,448
-199,688
4690
$1.52M ﹤0.01%
201,980
+21,259
4691
$1.52M ﹤0.01%
153,564
-26,458
4692
$1.52M ﹤0.01%
34,139
-18,823
4693
$1.52M ﹤0.01%
9,257
-1,405
4694
$1.52M ﹤0.01%
332,654
+111,363
4695
$1.51M ﹤0.01%
276,413
-131,797
4696
$1.51M ﹤0.01%
89,970
+56,247
4697
$1.5M ﹤0.01%
80,067
+35,755
4698
$1.5M ﹤0.01%
187,001
+10,620
4699
$1.5M ﹤0.01%
93,733
-1,500
4700
$1.5M ﹤0.01%
131,196
-30,916
186 187
188
189 190