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
6151
$32.4K ﹤0.01%
3,831
+1
6152
$32.2K ﹤0.01%
18,965
+4,807
6153
$32K ﹤0.01%
1,319
-403
6154
$32K ﹤0.01%
7,441
-16,151
6155
$31.7K ﹤0.01%
1,456
+1,384
6156
$31.7K ﹤0.01%
502
6157
$31.5K ﹤0.01%
1,340
-78,000
6158
$31.4K ﹤0.01%
773
+355
6159
$31.4K ﹤0.01%
536
+286
6160
$31.2K ﹤0.01%
421
+420
6161
$31.1K ﹤0.01%
+986
6162
$31K ﹤0.01%
662
-382
6163
$31K ﹤0.01%
657
6164
$30.9K ﹤0.01%
6,150
-17,868
6165
$30.9K ﹤0.01%
2,468
+260
6166
$30.8K ﹤0.01%
649
+1
6167
$30.8K ﹤0.01%
8,650
6168
$30.7K ﹤0.01%
45,257
-46,431
6169
$30.7K ﹤0.01%
11,517
6170
$30.6K ﹤0.01%
11,635
-28,385
6171
$30.5K ﹤0.01%
1,286
+1
6172
$30.4K ﹤0.01%
17,500
+2,500
6173
$30.4K ﹤0.01%
604
-2,745
6174
$30.3K ﹤0.01%
9,953
+1
6175
$30.2K ﹤0.01%
1,300
245 246
247
248 249