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
5276
$465K ﹤0.01%
10,322
+122
5277
$464K ﹤0.01%
23,636
+11,452
5278
$464K ﹤0.01%
62,442
+14,632
5279
$464K ﹤0.01%
170,411
+62,227
5280
$463K ﹤0.01%
15,500
-1,000
5281
$461K ﹤0.01%
110,016
+23,816
5282
$461K ﹤0.01%
140,082
+63,959
5283
$460K ﹤0.01%
22,978
+14,947
5284
$458K ﹤0.01%
9,753
+4,984
5285
$457K ﹤0.01%
100,000
5286
$455K ﹤0.01%
41,300
+33,349
5287
$455K ﹤0.01%
8,909
-2,157
5288
$453K ﹤0.01%
65,007
+8,634
5289
$452K ﹤0.01%
14,613
+721
5290
$452K ﹤0.01%
16,301
-9,725
5291
$451K ﹤0.01%
8,314
-2,033
5292
$451K ﹤0.01%
134,132
+39,259
5293
$449K ﹤0.01%
24,251
+955
5294
$447K ﹤0.01%
122,454
+644
5295
$447K ﹤0.01%
64,433
+44,975
5296
$445K ﹤0.01%
9,273
+3,470
5297
$444K ﹤0.01%
54,991
+3,040
5298
$443K ﹤0.01%
18,621
+5,993
5299
$443K ﹤0.01%
251,568
+193,396
5300
$442K ﹤0.01%
12,534
+9,272
210 211
212
213 214