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
5951
$65.7K ﹤0.01%
44,691
-8,517
5952
$65.5K ﹤0.01%
+100,000
5953
$65.4K ﹤0.01%
959
+958
5954
$65.4K ﹤0.01%
2,033
5955
$65.4K ﹤0.01%
7,503
+209
5956
$65.3K ﹤0.01%
4,006
-390
5957
$64.7K ﹤0.01%
3,501
+312
5958
$64.7K ﹤0.01%
19,418
-669
5959
$64.6K ﹤0.01%
3,302
+727
5960
$64.3K ﹤0.01%
3,969
+351
5961
$63.9K ﹤0.01%
+1,510
5962
$63.8K ﹤0.01%
+1,933
5963
$63.8K ﹤0.01%
15,910
+4,887
5964
$63.6K ﹤0.01%
26,451
-6,700
5965
$62.7K ﹤0.01%
2,468
+2,064
5966
$62.4K ﹤0.01%
1,224
5967
$61.9K ﹤0.01%
901
+537
5968
$61.8K ﹤0.01%
1,647
-313
5969
$61.1K ﹤0.01%
18,078
-33,562
5970
$61K ﹤0.01%
1,401
+1
5971
$60.8K ﹤0.01%
1,294
+131
5972
$60.8K ﹤0.01%
+4,755
5973
$60.4K ﹤0.01%
36,400
+20,800
5974
$60.3K ﹤0.01%
930
-190
5975
$60.3K ﹤0.01%
+2,106