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
5776
$113K ﹤0.01%
1,708
+482
5777
$113K ﹤0.01%
2,640
+119
5778
$112K ﹤0.01%
6,794
+1,094
5779
$112K ﹤0.01%
82,372
-2,000
5780
$111K ﹤0.01%
3,731
+2,158
5781
$111K ﹤0.01%
35,436
-19,322
5782
$111K ﹤0.01%
50,387
-19,937
5783
$110K ﹤0.01%
1,889
+190
5784
$110K ﹤0.01%
5,559
+5,497
5785
$110K ﹤0.01%
2,768
-1,175
5786
$110K ﹤0.01%
5,727
+1,673
5787
$110K ﹤0.01%
2,559
+2,557
5788
$110K ﹤0.01%
19,519
-48,431
5789
$110K ﹤0.01%
6,452
-13,400
5790
$109K ﹤0.01%
8,160
+2,673
5791
$109K ﹤0.01%
44,653
-781
5792
$108K ﹤0.01%
2,926
+400
5793
$108K ﹤0.01%
57,618
+8,968
5794
$108K ﹤0.01%
2,017
+1,119
5795
$107K ﹤0.01%
2,306
-1
5796
$107K ﹤0.01%
1,381
5797
$107K ﹤0.01%
57,894
-38,333
5798
$106K ﹤0.01%
100,425
-26,012
5799
$106K ﹤0.01%
12,009
+5,214
5800
$106K ﹤0.01%
2,297
-1,120
230 231
232
233 234