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
6601
$7.31K ﹤0.01%
611
6602
$7.29K ﹤0.01%
475
6603
$7.26K ﹤0.01%
26
6604
$7.22K ﹤0.01%
2,855
-510
6605
$7.22K ﹤0.01%
154
-419
6606
$7.21K ﹤0.01%
+539
6607
$7.14K ﹤0.01%
2,363
+363
6608
$7.1K ﹤0.01%
30,669
-103,875
6609
$7.07K ﹤0.01%
530
+340
6610
$7.05K ﹤0.01%
312
+311
6611
$7.03K ﹤0.01%
2,586
6612
$7.01K ﹤0.01%
320
+319
6613
$6.93K ﹤0.01%
3,001
6614
$6.92K ﹤0.01%
2,048
-8,884
6615
$6.86K ﹤0.01%
225
6616
$6.8K ﹤0.01%
+218
6617
$6.78K ﹤0.01%
3,068
6618
$6.78K ﹤0.01%
2,230
6619
$6.77K ﹤0.01%
3,437
-5,893
6620
$6.76K ﹤0.01%
760
-84
6621
$6.73K ﹤0.01%
51
-230
6622
$6.73K ﹤0.01%
+100
6623
$6.73K ﹤0.01%
195
-168
6624
$6.73K ﹤0.01%
+331
6625
$6.7K ﹤0.01%
2,803
263 264
265
266 267