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
6376
$16K ﹤0.01%
645
-2
6377
$15.9K ﹤0.01%
4,500
6378
$15.9K ﹤0.01%
+566
6379
$15.8K ﹤0.01%
4,200
+4,000
6380
$15.8K ﹤0.01%
575
-94
6381
$15.7K ﹤0.01%
661
+210
6382
$15.7K ﹤0.01%
310
-498
6383
$15.7K ﹤0.01%
9,218
6384
$15.6K ﹤0.01%
1,563
+1
6385
$15.5K ﹤0.01%
578
6386
$15.4K ﹤0.01%
+472
6387
$15.3K ﹤0.01%
3,816
-1,591
6388
$15.3K ﹤0.01%
1,527
6389
$15.3K ﹤0.01%
896
6390
$15.2K ﹤0.01%
9,704
6391
$15.2K ﹤0.01%
12,265
+350
6392
$15.2K ﹤0.01%
5,567
6393
$15.2K ﹤0.01%
478
-309
6394
$15.2K ﹤0.01%
1,172
-512
6395
$15.2K ﹤0.01%
3,401
+1,081
6396
$15.1K ﹤0.01%
129
+9
6397
$15.1K ﹤0.01%
71
+38
6398
$15K ﹤0.01%
19,389
+1,400
6399
$15K ﹤0.01%
1,482
+482
6400
$14.8K ﹤0.01%
1,753
+770