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
4751
$1.36M ﹤0.01%
144,399
-193,015
4752
$1.36M ﹤0.01%
66,438
-38,685
4753
$1.35M ﹤0.01%
235,318
-55,400
4754
$1.35M ﹤0.01%
211,636
-97,955
4755
$1.35M ﹤0.01%
87,155
-5,447
4756
$1.35M ﹤0.01%
235,858
-11,499
4757
$1.34M ﹤0.01%
96,710
+16,553
4758
$1.34M ﹤0.01%
225,894
+55,751
4759
$1.34M ﹤0.01%
115,388
-9,309
4760
$1.34M ﹤0.01%
23,075
+15,595
4761
$1.34M ﹤0.01%
387,592
+154,664
4762
$1.34M ﹤0.01%
55,706
-12,133
4763
$1.34M ﹤0.01%
179,514
-337,469
4764
$1.33M ﹤0.01%
+59,571
4765
$1.33M ﹤0.01%
498,142
-15,082
4766
$1.32M ﹤0.01%
280,698
-144,076
4767
$1.32M ﹤0.01%
1,368,189
+155,883
4768
$1.32M ﹤0.01%
43,450
-7,135
4769
$1.32M ﹤0.01%
101,437
-32,292
4770
$1.32M ﹤0.01%
49,570
+11,654
4771
$1.31M ﹤0.01%
52,929
-30,508
4772
$1.31M ﹤0.01%
403,798
+122,753
4773
$1.31M ﹤0.01%
116,106
-4,585
4774
$1.31M ﹤0.01%
117,954
+26,734
4775
$1.3M ﹤0.01%
27,774
+4,238
189 190
191
192 193