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
6026
$51.5K ﹤0.01%
808
+101
6027
$51.4K ﹤0.01%
2,111
-23
6028
$51.1K ﹤0.01%
1,548
-106,853
6029
$51K ﹤0.01%
975
-4,241
6030
$50.9K ﹤0.01%
+2,000
6031
$50.8K ﹤0.01%
2,002
+1
6032
$50.3K ﹤0.01%
1,500
6033
$50.3K ﹤0.01%
3,381
+736
6034
$50.3K ﹤0.01%
1,336
+1,236
6035
$50K ﹤0.01%
7,864
-2,926
6036
$49.8K ﹤0.01%
10,139
-639
6037
$49.7K ﹤0.01%
1,662
+562
6038
$49.7K ﹤0.01%
1,430
+1
6039
$49.5K ﹤0.01%
22,000
6040
$48.5K ﹤0.01%
35,665
-1
6041
$48.3K ﹤0.01%
827
-1,152
6042
$48.3K ﹤0.01%
58
6043
$48K ﹤0.01%
+2,309
6044
$48K ﹤0.01%
8,417
+2,543
6045
$47.7K ﹤0.01%
15,000
6046
$47.6K ﹤0.01%
3,666
-1,495
6047
$47.4K ﹤0.01%
2,098
-91
6048
$47.2K ﹤0.01%
1,116
+625
6049
$47.1K ﹤0.01%
1,331
-118
6050
$47K ﹤0.01%
1,915
-1
240 241
242
243 244