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
5101
$683K ﹤0.01%
20,502
+12
5102
$681K ﹤0.01%
21,736
+7
5103
$681K ﹤0.01%
504,118
+103,266
5104
$680K ﹤0.01%
281,197
-12,235
5105
$680K ﹤0.01%
10,654
-2
5106
$679K ﹤0.01%
66,732
+15,604
5107
$677K ﹤0.01%
196,847
-98,913
5108
$677K ﹤0.01%
246,080
+18,863
5109
$676K ﹤0.01%
100,908
+32,316
5110
$676K ﹤0.01%
12,993
+7,501
5111
$675K ﹤0.01%
7,828
+399
5112
$673K ﹤0.01%
96,101
+38,715
5113
$671K ﹤0.01%
27,404
-1,124
5114
$670K ﹤0.01%
323,689
+36,335
5115
$667K ﹤0.01%
196,738
+516
5116
$664K ﹤0.01%
125,332
+56,990
5117
$664K ﹤0.01%
23,057
+12,451
5118
$663K ﹤0.01%
238,660
+107,943
5119
$663K ﹤0.01%
19,996
-1,146
5120
$663K ﹤0.01%
126,287
-34,598
5121
$663K ﹤0.01%
198,480
+109,499
5122
$662K ﹤0.01%
280,489
+170,241
5123
$662K ﹤0.01%
6,653
+4,752
5124
$660K ﹤0.01%
23,837
+1,514
5125
$659K ﹤0.01%
45,103
+37,436
203 204
205
206 207