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
5701
$138K ﹤0.01%
2,610
-75
5702
$138K ﹤0.01%
+6,983
5703
$138K ﹤0.01%
124,134
+36,817
5704
$137K ﹤0.01%
6,815
+581
5705
$137K ﹤0.01%
29,178
+2,695
5706
$136K ﹤0.01%
+3,203
5707
$135K ﹤0.01%
10,281
5708
$134K ﹤0.01%
23,384
-1,079
5709
$132K ﹤0.01%
4,040
+3,939
5710
$132K ﹤0.01%
16,189
+6,404
5711
$132K ﹤0.01%
58,490
+36,490
5712
$132K ﹤0.01%
4,682
+222
5713
$131K ﹤0.01%
5,188
5714
$130K ﹤0.01%
178,355
-131,338
5715
$130K ﹤0.01%
4,904
-53,444
5716
$129K ﹤0.01%
+3,228
5717
$129K ﹤0.01%
71,241
+46,567
5718
$129K ﹤0.01%
230,013
+91,020
5719
$129K ﹤0.01%
2,395
5720
$129K ﹤0.01%
13,320
-23,424
5721
$129K ﹤0.01%
54,796
-91,550
5722
$128K ﹤0.01%
7,149
-15
5723
$128K ﹤0.01%
2,836
-464
5724
$128K ﹤0.01%
44,916
+75
5725
$127K ﹤0.01%
76,216
+49,174
227 228
229
230 231