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
5851
$94K ﹤0.01%
16,046
+14,874
5852
$93.8K ﹤0.01%
4,817
+4,210
5853
$93.1K ﹤0.01%
2,000
5854
$92.8K ﹤0.01%
21,041
-37,965
5855
$92.3K ﹤0.01%
6,908
+2,588
5856
$91.9K ﹤0.01%
33,540
+2,760
5857
$91.7K ﹤0.01%
3,923
+2,841
5858
$91.5K ﹤0.01%
10,889
+8,303
5859
$91.2K ﹤0.01%
1,401
+1,241
5860
$91.1K ﹤0.01%
3,040
+2,468
5861
$91K ﹤0.01%
3,915
5862
$90.7K ﹤0.01%
22,447
-13,693
5863
$89.3K ﹤0.01%
3,111
-170
5864
$88.8K ﹤0.01%
3,001
+1
5865
$88.8K ﹤0.01%
3,877
+1
5866
$88.5K ﹤0.01%
59,421
-59,816
5867
$88.3K ﹤0.01%
7,881
+3,003
5868
$88.1K ﹤0.01%
46,123
5869
$88.1K ﹤0.01%
+2,658
5870
$87.8K ﹤0.01%
4,369
-4,812
5871
$87.8K ﹤0.01%
2,310
-10
5872
$87.7K ﹤0.01%
8,070
+4,599
5873
$87.6K ﹤0.01%
1,800
5874
$86.7K ﹤0.01%
+5,000
5875
$86.6K ﹤0.01%
1,954
+1,953
233 234
235
236 237