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
5726
$127K ﹤0.01%
3,334
-3,256
5727
$126K ﹤0.01%
63,700
+36,400
5728
$126K ﹤0.01%
780
-75
5729
$126K ﹤0.01%
84,313
+25,856
5730
$126K ﹤0.01%
25,164
-180,614
5731
$125K ﹤0.01%
8,819
+319
5732
$125K ﹤0.01%
1,202
+104
5733
$124K ﹤0.01%
6,791
+6,037
5734
$124K ﹤0.01%
6,914
-1,546
5735
$123K ﹤0.01%
+4,673
5736
$123K ﹤0.01%
3,328
+828
5737
$123K ﹤0.01%
2,673
+1
5738
$123K ﹤0.01%
4,805
+1,419
5739
$123K ﹤0.01%
22,443
-6,969
5740
$123K ﹤0.01%
37,877
-8,299
5741
$122K ﹤0.01%
3,596
-1
5742
$122K ﹤0.01%
52,286
+33,937
5743
$122K ﹤0.01%
3,500
5744
$121K ﹤0.01%
2,321
-917
5745
$121K ﹤0.01%
4,591
-1
5746
$121K ﹤0.01%
58,789
-4,677
5747
$121K ﹤0.01%
114,122
+110,727
5748
$121K ﹤0.01%
1,570
+300
5749
$120K ﹤0.01%
11,913
-363
5750
$120K ﹤0.01%
3,287
+1
228 229
230
231 232