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
5526
$232K ﹤0.01%
103,659
+93,000
5527
$232K ﹤0.01%
72,761
5528
$232K ﹤0.01%
133,893
+131,558
5529
$231K ﹤0.01%
63,516
-3,300
5530
$230K ﹤0.01%
2,874
5531
$229K ﹤0.01%
18,222
+10,949
5532
$228K ﹤0.01%
31,071
+627
5533
$228K ﹤0.01%
7,067
-393
5534
$226K ﹤0.01%
57,527
-1,822
5535
$226K ﹤0.01%
18,173
-14,267
5536
$225K ﹤0.01%
9,407
+2,480
5537
$225K ﹤0.01%
34,392
-10,126
5538
$225K ﹤0.01%
25,262
-3,732
5539
$225K ﹤0.01%
2,807
-100
5540
$225K ﹤0.01%
8,522
5541
$224K ﹤0.01%
57,392
+35,920
5542
$224K ﹤0.01%
42,684
-8,372
5543
$222K ﹤0.01%
58,023
+2,555
5544
$221K ﹤0.01%
345,825
+174,148
5545
$221K ﹤0.01%
316,000
+31,500
5546
$220K ﹤0.01%
21,079
-2,656
5547
$220K ﹤0.01%
4,653
-5,313
5548
$219K ﹤0.01%
131,719
+118
5549
$218K ﹤0.01%
70,504
+47,028
5550
$217K ﹤0.01%
23,660
+1
220 221
222
223 224