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
4876
$1.08M ﹤0.01%
70,095
+37,755
4877
$1.08M ﹤0.01%
98,430
+18,053
4878
$1.08M ﹤0.01%
282,761
+161,740
4879
$1.07M ﹤0.01%
185,268
+149,028
4880
$1.07M ﹤0.01%
40,067
+17,165
4881
$1.07M ﹤0.01%
27,510
-11,824
4882
$1.07M ﹤0.01%
47,474
+11,835
4883
$1.07M ﹤0.01%
82,063
+1,218
4884
$1.07M ﹤0.01%
142,356
+81,031
4885
$1.06M ﹤0.01%
96,913
4886
$1.06M ﹤0.01%
116,820
+61,789
4887
$1.06M ﹤0.01%
171,527
+7,176
4888
$1.06M ﹤0.01%
38,286
+21,334
4889
$1.06M ﹤0.01%
21,334
+3,994
4890
$1.06M ﹤0.01%
143,963
-125,554
4891
$1.05M ﹤0.01%
20,873
+3,114
4892
$1.05M ﹤0.01%
319,869
-152,368
4893
$1.05M ﹤0.01%
111,725
+3,017
4894
$1.05M ﹤0.01%
149,864
-56,904
4895
$1.05M ﹤0.01%
36,855
+22,701
4896
$1.04M ﹤0.01%
97,413
-11,219
4897
$1.04M ﹤0.01%
68,700
-32,270
4898
$1.03M ﹤0.01%
175,596
-145,095
4899
$1.03M ﹤0.01%
90,136
-62,164
4900
$1.03M ﹤0.01%
87,880
+56,005
194 195
196
197 198