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
6126
$35.2K ﹤0.01%
1,001
+1
6127
$35.1K ﹤0.01%
3,809
-459
6128
$35.1K ﹤0.01%
797
-431
6129
$35K ﹤0.01%
703
+1
6130
$35K ﹤0.01%
+846
6131
$34.8K ﹤0.01%
4,649
-290
6132
$34.8K ﹤0.01%
+25,000
6133
$34.7K ﹤0.01%
+806
6134
$34.6K ﹤0.01%
560
-60
6135
$34.4K ﹤0.01%
8,612
+4,562
6136
$34.2K ﹤0.01%
1,483
-278
6137
$34.1K ﹤0.01%
1,268
+132
6138
$34K ﹤0.01%
10,426
-5,557
6139
$33.9K ﹤0.01%
1,353
6140
$33.7K ﹤0.01%
3,406
6141
$33.5K ﹤0.01%
790
+171
6142
$33.3K ﹤0.01%
15,077
-90,224
6143
$33.3K ﹤0.01%
2,056
-50
6144
$33.1K ﹤0.01%
+836
6145
$32.8K ﹤0.01%
13,015
-1
6146
$32.8K ﹤0.01%
19,161
+427
6147
$32.7K ﹤0.01%
+1,500
6148
$32.6K ﹤0.01%
838
6149
$32.5K ﹤0.01%
1,100
6150
$32.4K ﹤0.01%
12,973
-1,965
244 245
246
247 248