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
5176
$585K ﹤0.01%
187,015
+4,914
5177
$584K ﹤0.01%
49,679
5178
$584K ﹤0.01%
22,388
-219
5179
$584K ﹤0.01%
320,772
-352,586
5180
$582K ﹤0.01%
57,081
+3,485
5181
$581K ﹤0.01%
322,786
+175,006
5182
$578K ﹤0.01%
59,998
-23,466
5183
$577K ﹤0.01%
25,001
+1
5184
$576K ﹤0.01%
17,953
+410
5185
$575K ﹤0.01%
102,087
+2,002
5186
$574K ﹤0.01%
4,166
+2,941
5187
$574K ﹤0.01%
20,210
+11,897
5188
$573K ﹤0.01%
22,581
+11,860
5189
$573K ﹤0.01%
24,598
-26,491
5190
$573K ﹤0.01%
21,109
-52,009
5191
$571K ﹤0.01%
14,989
-16,249
5192
$571K ﹤0.01%
14,410
-43,057
5193
$571K ﹤0.01%
951,089
-322,474
5194
$568K ﹤0.01%
20,716
+5,610
5195
$562K ﹤0.01%
153,248
+70,637
5196
$559K ﹤0.01%
721,913
+41,916
5197
$559K ﹤0.01%
13,798
+333
5198
$558K ﹤0.01%
43,202
+199
5199
$558K ﹤0.01%
17,181
+8,321
5200
$557K ﹤0.01%
27,758
+18
206 207
208
209 210