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
4776
$1.3M ﹤0.01%
71,306
+8,703
4777
$1.3M ﹤0.01%
104,094
+4,829
4778
$1.3M ﹤0.01%
70,216
+9,049
4779
$1.3M ﹤0.01%
90,560
+90,145
4780
$1.29M ﹤0.01%
87,724
-219,594
4781
$1.29M ﹤0.01%
79,320
+20,232
4782
$1.29M ﹤0.01%
572,605
-690,429
4783
$1.28M ﹤0.01%
235,227
-4,056
4784
$1.28M ﹤0.01%
32,062
-73,108
4785
$1.28M ﹤0.01%
93,307
-5,822
4786
$1.28M ﹤0.01%
113,393
-6,404
4787
$1.28M ﹤0.01%
617,215
+286,577
4788
$1.28M ﹤0.01%
60,333
-18,333
4789
$1.27M ﹤0.01%
49,071
-2,033
4790
$1.27M ﹤0.01%
102,040
-39,898
4791
$1.26M ﹤0.01%
1,089,157
+284,371
4792
$1.26M ﹤0.01%
40,406
-70,837
4793
$1.26M ﹤0.01%
77,154
+3,539
4794
$1.25M ﹤0.01%
511,682
-131,802
4795
$1.25M ﹤0.01%
350,685
-884,128
4796
$1.25M ﹤0.01%
406,462
+210,338
4797
$1.25M ﹤0.01%
58,141
-7,874
4798
$1.25M ﹤0.01%
1,048,177
+659,026
4799
$1.25M ﹤0.01%
585,327
+76,834
4800
$1.24M ﹤0.01%
159,983
+61,906
190 191
192
193 194