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
5551
$216K ﹤0.01%
180,390
-353,550
5552
$216K ﹤0.01%
8,280
-5,784
5553
$216K ﹤0.01%
3,133
+22
5554
$216K ﹤0.01%
5,606
5555
$216K ﹤0.01%
5,602
+3,601
5556
$215K ﹤0.01%
18,998
+8,023
5557
$214K ﹤0.01%
83,785
+27,585
5558
$214K ﹤0.01%
7,595
+449
5559
$214K ﹤0.01%
113,691
+19,738
5560
$214K ﹤0.01%
30,922
+29,234
5561
$213K ﹤0.01%
96,071
+2,177
5562
$213K ﹤0.01%
4,854
-361
5563
$211K ﹤0.01%
4,941
5564
$209K ﹤0.01%
+74,527
5565
$209K ﹤0.01%
16,457
-3,687
5566
$208K ﹤0.01%
59,483
-4,394
5567
$208K ﹤0.01%
83,471
+81,316
5568
$207K ﹤0.01%
43,768
+27,889
5569
$206K ﹤0.01%
72,289
-6,407
5570
$205K ﹤0.01%
21,943
+12,064
5571
$205K ﹤0.01%
10,612
+1
5572
$204K ﹤0.01%
49,191
+37,088
5573
$204K ﹤0.01%
19,626
+6,264
5574
$204K ﹤0.01%
9,673
-136
5575
$203K ﹤0.01%
7,266
-1,978
221 222
223
224 225