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
5601
$186K ﹤0.01%
7,224
+486
5602
$186K ﹤0.01%
115,470
+36,052
5603
$186K ﹤0.01%
18,665
-97,086
5604
$183K ﹤0.01%
7,394
+7,392
5605
$182K ﹤0.01%
34,618
+24,268
5606
$180K ﹤0.01%
14,932
-1,937
5607
$180K ﹤0.01%
20,589
+15,781
5608
$180K ﹤0.01%
101,263
+21,973
5609
$180K ﹤0.01%
3,682
-98,760
5610
$180K ﹤0.01%
64,013
-199,194
5611
$178K ﹤0.01%
28,314
-1,999
5612
$178K ﹤0.01%
4,273
-492
5613
$178K ﹤0.01%
180,235
-14,429
5614
$178K ﹤0.01%
4,472
-243
5615
$178K ﹤0.01%
9,785
+8,344
5616
$177K ﹤0.01%
2,694
-449
5617
$177K ﹤0.01%
40,738
+6,146
5618
$177K ﹤0.01%
3,177
+214
5619
$175K ﹤0.01%
68,551
-147,151
5620
$175K ﹤0.01%
9,412
+4,539
5621
$175K ﹤0.01%
9,840
-2,004
5622
$174K ﹤0.01%
15,138
+106
5623
$174K ﹤0.01%
35,984
-8,766
5624
$174K ﹤0.01%
5,369
+82
5625
$172K ﹤0.01%
35,666
-9,777
223 224
225
226 227