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
4901
$1.02M ﹤0.01%
21,348
+182
4902
$1.02M ﹤0.01%
668,131
-159,700
4903
$1.02M ﹤0.01%
17,122
+507
4904
$1.02M ﹤0.01%
87,409
+12,103
4905
$1.02M ﹤0.01%
131,689
+31,138
4906
$1.01M ﹤0.01%
78,452
-260,143
4907
$1.01M ﹤0.01%
346,432
+165,478
4908
$1.01M ﹤0.01%
39,758
+2,181
4909
$1.01M ﹤0.01%
52,399
+28,225
4910
$1.01M ﹤0.01%
108,201
+43,103
4911
$1.01M ﹤0.01%
37,147
-36,242
4912
$1.01M ﹤0.01%
85,350
4913
$1M ﹤0.01%
52,819
+13,489
4914
$1M ﹤0.01%
111,927
+15,785
4915
$1,000K ﹤0.01%
5,810
+1,106
4916
$994K ﹤0.01%
147,516
+77,459
4917
$994K ﹤0.01%
21,925
+589
4918
$993K ﹤0.01%
41,520
+5,763
4919
$990K ﹤0.01%
198,801
+157,352
4920
$982K ﹤0.01%
32,276
+292
4921
$981K ﹤0.01%
22,014
+11,939
4922
$978K ﹤0.01%
40,598
+22,635
4923
$977K ﹤0.01%
149,228
+95,615
4924
$977K ﹤0.01%
187,892
+130,037
4925
$976K ﹤0.01%
11,153
-61,837
195 196
197
198 199