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
5751
$119K ﹤0.01%
3,175
-1
5752
$118K ﹤0.01%
142,978
-101,045
5753
$118K ﹤0.01%
5,026
-2,250
5754
$117K ﹤0.01%
100,353
-26,613
5755
$117K ﹤0.01%
1,978
+115
5756
$117K ﹤0.01%
10,799
-474
5757
$117K ﹤0.01%
4,176
+3,155
5758
$117K ﹤0.01%
464,079
+233,738
5759
$116K ﹤0.01%
4,043
+1,963
5760
$116K ﹤0.01%
1,489
-255
5761
$116K ﹤0.01%
40,992
-4,173
5762
$115K ﹤0.01%
1,899
+74
5763
$115K ﹤0.01%
2,301
+2
5764
$115K ﹤0.01%
1,453
+1,452
5765
$115K ﹤0.01%
2,141
5766
$115K ﹤0.01%
2,873
-301
5767
$115K ﹤0.01%
52,544
-71,962
5768
$114K ﹤0.01%
2,158
+2,130
5769
$114K ﹤0.01%
4,061
+1,060
5770
$114K ﹤0.01%
600,419
-99,581
5771
$114K ﹤0.01%
8,830
-1
5772
$114K ﹤0.01%
2,222
+69
5773
$114K ﹤0.01%
1,337
-267
5774
$113K ﹤0.01%
3,689
+1,990
5775
$113K ﹤0.01%
2,437
+132
229 230
231
232 233