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
5476
$263K ﹤0.01%
161,624
+26,230
5477
$263K ﹤0.01%
1,557
+1,416
5478
$263K ﹤0.01%
11,424
+1,537
5479
$263K ﹤0.01%
43,845
-6,758
5480
$260K ﹤0.01%
30,612
-609
5481
$260K ﹤0.01%
5,872
-85
5482
$260K ﹤0.01%
6,791
-75
5483
$260K ﹤0.01%
13,434
+8,522
5484
$258K ﹤0.01%
9,968
+13
5485
$257K ﹤0.01%
6,841
+923
5486
$256K ﹤0.01%
180,207
+79,943
5487
$256K ﹤0.01%
5,590
+5,444
5488
$253K ﹤0.01%
245,672
5489
$253K ﹤0.01%
42,956
-14
5490
$252K ﹤0.01%
119,040
+70,028
5491
$252K ﹤0.01%
21,481
-29,492
5492
$252K ﹤0.01%
185,324
+103,775
5493
$251K ﹤0.01%
35,914
+18,665
5494
$250K ﹤0.01%
9,093
-65
5495
$250K ﹤0.01%
144,644
-33,111
5496
$250K ﹤0.01%
53,234
-78,648
5497
$249K ﹤0.01%
37,696
+5,396
5498
$248K ﹤0.01%
10,672
+8,701
5499
$248K ﹤0.01%
105,401
+63,841
5500
$248K ﹤0.01%
90,689
-77,521
218 219
220
221 222