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
$400B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,072
New
Increased
Reduced
Closed

Top Buys

1
+$893M
2
+$844M
3
+$809M
4
AAPL icon
Apple
AAPL
+$779M
5
BAX icon
Baxter International
BAX
+$593M

Top Sells

1
+$1.6B
2
+$890M
3
+$464M
4
BKNG icon
Booking.com
BKNG
+$404M
5
NKE icon
Nike
NKE
+$390M

Sector Composition

1 Technology 13.17%
2 Healthcare 9.53%
3 Financials 9.24%
4 Consumer Discretionary 7.98%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$7.13M ﹤0.01%
179,085
+49,295
2752
$7.12M ﹤0.01%
225,346
+55,964
2753
$7.12M ﹤0.01%
226,718
-154,312
2754
$7.11M ﹤0.01%
211,333
-45,317
2755
$7.11M ﹤0.01%
116,074
-12,140
2756
$7.11M ﹤0.01%
151,900
+23,677
2757
$7.1M ﹤0.01%
127,200
-4,158
2758
$7.1M ﹤0.01%
138,387
-84,941
2759
$7.1M ﹤0.01%
130,267
+30,426
2760
$7.09M ﹤0.01%
429,482
-642,219
2761
$7.08M ﹤0.01%
27,471
-5,326
2762
$7.08M ﹤0.01%
289,543
+74,746
2763
$7.07M ﹤0.01%
544,807
-628,507
2764
$7.07M ﹤0.01%
324,773
-294,254
2765
$7.07M ﹤0.01%
359,773
-399,111
2766
$7.06M ﹤0.01%
22,558
-16,263
2767
$7.05M ﹤0.01%
128,735
+38,107
2768
$7.05M ﹤0.01%
75,755
+210
2769
$7.04M ﹤0.01%
8,879,108
-1,087,166
2770
$7.02M ﹤0.01%
520,638
-177,945
2771
$6.99M ﹤0.01%
58,595
-17,120
2772
$6.98M ﹤0.01%
191,885
-36,279
2773
$6.98M ﹤0.01%
354,273
-637,817
2774
$6.98M ﹤0.01%
180,173
-37,272
2775
$6.97M ﹤0.01%
642,967
+54,692
109 110
111
112 113