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
4826
$1.19M ﹤0.01%
57,516
+313
4827
$1.18M ﹤0.01%
39,242
+17,928
4828
$1.18M ﹤0.01%
297,926
+100,575
4829
$1.18M ﹤0.01%
33,637
+13,058
4830
$1.18M ﹤0.01%
38,501
+15,402
4831
$1.18M ﹤0.01%
522,088
-290,545
4832
$1.18M ﹤0.01%
545,237
-183,659
4833
$1.18M ﹤0.01%
49,254
+4,328
4834
$1.18M ﹤0.01%
9,479
+489
4835
$1.17M ﹤0.01%
9,125
-18,664
4836
$1.17M ﹤0.01%
52,383
-33
4837
$1.17M ﹤0.01%
155,998
+45,336
4838
$1.17M ﹤0.01%
327,577
+121,676
4839
$1.17M ﹤0.01%
63,192
-79,149
4840
$1.17M ﹤0.01%
17,431
+203
4841
$1.17M ﹤0.01%
856,890
-12,747
4842
$1.16M ﹤0.01%
75,017
+30,263
4843
$1.16M ﹤0.01%
300,391
+116,426
4844
$1.16M ﹤0.01%
97,294
+44,485
4845
$1.16M ﹤0.01%
289,444
-49,918
4846
$1.16M ﹤0.01%
13,665
+2,847
4847
$1.16M ﹤0.01%
32,673
+13,204
4848
$1.16M ﹤0.01%
46,553
+13,593
4849
$1.16M ﹤0.01%
138,724
+40,522
4850
$1.16M ﹤0.01%
28,593
+22,738
192 193
194
195 196