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
6326
$18.8K ﹤0.01%
599
6327
$18.8K ﹤0.01%
10,605
-19,571
6328
$18.7K ﹤0.01%
13,344
6329
$18.7K ﹤0.01%
14,152
-915
6330
$18.7K ﹤0.01%
2,024
6331
$18.7K ﹤0.01%
2,015
-3,287
6332
$18.6K ﹤0.01%
6,476
-1,000
6333
$18.6K ﹤0.01%
+8,000
6334
$18.4K ﹤0.01%
49,964
+29,266
6335
$18.4K ﹤0.01%
2,652
-183
6336
$18.3K ﹤0.01%
1,981
+82
6337
$18.3K ﹤0.01%
6,736
+6,735
6338
$18.2K ﹤0.01%
278
+217
6339
$18.2K ﹤0.01%
14,537
-5,671
6340
$18.1K ﹤0.01%
511
6341
$18.1K ﹤0.01%
7,910
6342
$18.1K ﹤0.01%
28,629
-137,010
6343
$17.8K ﹤0.01%
+648,802
6344
$17.8K ﹤0.01%
550
6345
$17.7K ﹤0.01%
10,000
6346
$17.6K ﹤0.01%
6,502
+2,804
6347
$17.3K ﹤0.01%
1,500
6348
$17.2K ﹤0.01%
661
6349
$17.2K ﹤0.01%
245
+18
6350
$17.1K ﹤0.01%
+687