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
5226
$527K ﹤0.01%
115,558
+50,481
5227
$527K ﹤0.01%
54,295
+4,774
5228
$525K ﹤0.01%
46,827
-43,372
5229
$525K ﹤0.01%
10,853
5230
$524K ﹤0.01%
8,408
-244
5231
$521K ﹤0.01%
117,326
+111,666
5232
$520K ﹤0.01%
5,096
+414
5233
$518K ﹤0.01%
75,870
+23,194
5234
$517K ﹤0.01%
172,753
+6,529
5235
$516K ﹤0.01%
31,860
+29,710
5236
$514K ﹤0.01%
19,219
+13,410
5237
$514K ﹤0.01%
9,236,836
5238
$512K ﹤0.01%
62,959
+31,211
5239
$510K ﹤0.01%
5,628
-160,918
5240
$510K ﹤0.01%
162,820
-20,705
5241
$509K ﹤0.01%
6,335
+110
5242
$506K ﹤0.01%
21,552
+2,620
5243
$506K ﹤0.01%
22,468
+12,293
5244
$504K ﹤0.01%
115,843
-2,500
5245
$503K ﹤0.01%
48,447
+22,645
5246
$503K ﹤0.01%
58,856
+31,830
5247
$503K ﹤0.01%
94,171
-68,440
5248
$502K ﹤0.01%
18,052
+9,694
5249
$502K ﹤0.01%
+13,200
5250
$502K ﹤0.01%
8,295
+1,672
208 209
210
211 212