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
4926
$975K ﹤0.01%
170,091
-4,750
4927
$974K ﹤0.01%
20,149
-374
4928
$974K ﹤0.01%
31,501
+18,208
4929
$972K ﹤0.01%
115,087
-12,394
4930
$971K ﹤0.01%
27,748
-20,815
4931
$970K ﹤0.01%
49,741
-48,434
4932
$969K ﹤0.01%
277,609
+57,816
4933
$965K ﹤0.01%
+49,082
4934
$965K ﹤0.01%
88,813
-472
4935
$962K ﹤0.01%
17,428
-8,731
4936
$962K ﹤0.01%
86,097
-1,042
4937
$961K ﹤0.01%
106,476
+3,343
4938
$957K ﹤0.01%
23,475
+10,317
4939
$954K ﹤0.01%
961,427
+333,768
4940
$953K ﹤0.01%
19,787
-29,069
4941
$951K ﹤0.01%
534,325
-55,100
4942
$951K ﹤0.01%
25,257
-5,134
4943
$950K ﹤0.01%
21,460
+7,597
4944
$950K ﹤0.01%
9,309
+113
4945
$948K ﹤0.01%
274,085
-13,725
4946
$947K ﹤0.01%
135,707
+69,991
4947
$947K ﹤0.01%
19,076
+14,942
4948
$947K ﹤0.01%
154,760
+5,916
4949
$944K ﹤0.01%
524,307
+154,143
4950
$943K ﹤0.01%
74,894
+18,961
196 197
198
199 200