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
5676
$149K ﹤0.01%
25,020
-7,744
5677
$148K ﹤0.01%
11,640
+2,599
5678
$148K ﹤0.01%
3,427
+1,719
5679
$148K ﹤0.01%
12,888
+702
5680
$147K ﹤0.01%
51,356
+46,989
5681
$147K ﹤0.01%
1,615
+74
5682
$146K ﹤0.01%
3,864
-135
5683
$146K ﹤0.01%
4,300
-500
5684
$146K ﹤0.01%
35,111
-220
5685
$145K ﹤0.01%
2,879
-198
5686
$144K ﹤0.01%
2,673
+549
5687
$143K ﹤0.01%
2,474
-13,508
5688
$143K ﹤0.01%
3,742
-3,000
5689
$142K ﹤0.01%
19,064
-17,941
5690
$142K ﹤0.01%
1,991
5691
$142K ﹤0.01%
94,486
-3,779
5692
$142K ﹤0.01%
3,402
+446
5693
$142K ﹤0.01%
20,248
+13,761
5694
$141K ﹤0.01%
3,647
5695
$140K ﹤0.01%
2,668
-14
5696
$140K ﹤0.01%
64,637
+19,919
5697
$140K ﹤0.01%
7,704
+2,878
5698
$140K ﹤0.01%
3,675
+1,500
5699
$138K ﹤0.01%
+17,407
5700
$138K ﹤0.01%
3,825
+3,766
226 227
228
229 230