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
5401
$339K ﹤0.01%
15,796
-2,621
5402
$338K ﹤0.01%
18,296
+9,949
5403
$337K ﹤0.01%
234,106
-6,700
5404
$333K ﹤0.01%
88,942
+50,268
5405
$328K ﹤0.01%
16,355
+8,710
5406
$328K ﹤0.01%
4,872
-185
5407
$328K ﹤0.01%
160,767
+83,544
5408
$326K ﹤0.01%
46,868
+11,409
5409
$326K ﹤0.01%
63,841
-6,810
5410
$324K ﹤0.01%
+7,219
5411
$321K ﹤0.01%
14,954
+1,833
5412
$318K ﹤0.01%
222,691
+156,294
5413
$318K ﹤0.01%
314,492
+80,912
5414
$317K ﹤0.01%
106,088
+62,358
5415
$317K ﹤0.01%
28,692
+18,228
5416
$315K ﹤0.01%
34,808
+12,607
5417
$314K ﹤0.01%
5,503
+706
5418
$313K ﹤0.01%
9,858
-563
5419
$312K ﹤0.01%
191,646
-5,300
5420
$312K ﹤0.01%
+21,636
5421
$311K ﹤0.01%
31,156
-103,807
5422
$310K ﹤0.01%
142,294
-132,939
5423
$308K ﹤0.01%
10,055
-111
5424
$307K ﹤0.01%
37,125
+21,082
5425
$307K ﹤0.01%
310,613
+100,848
215 216
217
218 219