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
6776
$3.7K ﹤0.01%
6,069
6777
$3.7K ﹤0.01%
100
6778
$3.62K ﹤0.01%
94
6779
$3.62K ﹤0.01%
339
-3,586
6780
$3.61K ﹤0.01%
200
-1
6781
$3.61K ﹤0.01%
40,347
-22,395
6782
$3.61K ﹤0.01%
1,861
+452
6783
$3.6K ﹤0.01%
152
+1
6784
$3.56K ﹤0.01%
40,000
6785
$3.55K ﹤0.01%
118
6786
$3.5K ﹤0.01%
5,000
+4,800
6787
$3.49K ﹤0.01%
501
+500
6788
$3.47K ﹤0.01%
214
6789
$3.46K ﹤0.01%
83
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6790
$3.46K ﹤0.01%
+7,044
6791
$3.45K ﹤0.01%
353
-1,147
6792
$3.43K ﹤0.01%
592
-1,005
6793
$3.43K ﹤0.01%
117
+116
6794
$3.41K ﹤0.01%
3,750
-100
6795
$3.41K ﹤0.01%
301
6796
$3.4K ﹤0.01%
2,660
6797
$3.38K ﹤0.01%
1,799
6798
$3.36K ﹤0.01%
227
+216
6799
$3.36K ﹤0.01%
155
6800
$3.35K ﹤0.01%
169
+168
270 271
272
273 274