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
2376
$30.1M ﹤0.01%
265,450
-8,022
2377
$30.1M ﹤0.01%
593,996
-263,235
2378
$30M ﹤0.01%
556,681
+25,616
2379
$30M ﹤0.01%
11,288,388
+7,061,211
2380
$30M ﹤0.01%
1,577,747
+82,391
2381
$29.9M ﹤0.01%
711,046
+285,145
2382
$29.9M ﹤0.01%
363,421
+1,792
2383
$29.8M ﹤0.01%
140,227
-189
2384
$29.8M ﹤0.01%
654,260
+121,362
2385
$29.8M ﹤0.01%
3,728,400
-837,267
2386
$29.8M ﹤0.01%
+167,234
2387
$29.7M ﹤0.01%
505,561
-68,307
2388
$29.7M ﹤0.01%
632,003
+34,324
2389
$29.7M ﹤0.01%
977,866
+32,449
2390
$29.7M ﹤0.01%
475,743
+17,040
2391
$29.6M ﹤0.01%
637,687
+156,391
2392
$29.6M ﹤0.01%
754,892
+30,975
2393
$29.6M ﹤0.01%
652,818
-342,671
2394
$29.6M ﹤0.01%
1,207,757
+403,928
2395
$29.6M ﹤0.01%
1,133,800
-121,463
2396
$29.5M ﹤0.01%
1,235,305
-2,421,738
2397
$29.5M ﹤0.01%
848,729
+75,733
2398
$29.5M ﹤0.01%
1,420,071
+125,640
2399
$29.5M ﹤0.01%
2,528,682
+150,444
2400
$29.4M ﹤0.01%
546,263
+109,321
94 95
96
97 98