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
4976
$901K ﹤0.01%
136,659
+45,387
4977
$897K ﹤0.01%
127,006
-23,980
4978
$896K ﹤0.01%
18,345
-204
4979
$896K ﹤0.01%
95,496
-9,619
4980
$894K ﹤0.01%
266,007
-180,966
4981
$887K ﹤0.01%
29,653
+17,195
4982
$886K ﹤0.01%
72,786
+278
4983
$885K ﹤0.01%
127,483
+64,844
4984
$882K ﹤0.01%
140,592
-22,865
4985
$880K ﹤0.01%
131,965
-36
4986
$879K ﹤0.01%
27,673
+4,900
4987
$879K ﹤0.01%
33,935
+18,307
4988
$878K ﹤0.01%
10,850
+4,803
4989
$874K ﹤0.01%
54,130
+33,138
4990
$871K ﹤0.01%
76,161
+49,838
4991
$866K ﹤0.01%
+17,370
4992
$864K ﹤0.01%
+51,050
4993
$863K ﹤0.01%
14,842
+7,152
4994
$862K ﹤0.01%
69,022
-7,534
4995
$861K ﹤0.01%
78,244
-20,535
4996
$860K ﹤0.01%
826,977
-729,873
4997
$860K ﹤0.01%
13,000
-16,994
4998
$857K ﹤0.01%
73,684
-14,964
4999
$856K ﹤0.01%
445,747
+10,516
5000
$854K ﹤0.01%
46,062
-1,546
198 199
200
201 202