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
5051
$767K ﹤0.01%
54,872
+10,291
5052
$764K ﹤0.01%
208,090
+30,021
5053
$762K ﹤0.01%
13,551
+3,684
5054
$761K ﹤0.01%
22,360
+9,229
5055
$761K ﹤0.01%
5,310
+5,309
5056
$759K ﹤0.01%
74,736
+20,881
5057
$759K ﹤0.01%
40,116
+31,562
5058
$758K ﹤0.01%
221,556
+82,967
5059
$757K ﹤0.01%
966,183
-42,863
5060
$752K ﹤0.01%
271,432
-67,761
5061
$752K ﹤0.01%
25,153
+5,060
5062
$751K ﹤0.01%
92,866
-230,612
5063
$750K ﹤0.01%
91,301
+672
5064
$749K ﹤0.01%
15,002
+1,727
5065
$747K ﹤0.01%
222,421
-57,382
5066
$746K ﹤0.01%
3,907
+1,498
5067
$746K ﹤0.01%
69,453
-9,752
5068
$745K ﹤0.01%
19,752
+3,070
5069
$744K ﹤0.01%
68,952
+24,378
5070
$743K ﹤0.01%
227,825
-157,088
5071
$742K ﹤0.01%
148,462
+46,377
5072
$739K ﹤0.01%
23,135
+14,771
5073
$738K ﹤0.01%
23,878
+11,358
5074
$737K ﹤0.01%
16,516
+9,758
5075
$736K ﹤0.01%
38,105
+37,914
201 202
203
204 205