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
2776
$6.97M ﹤0.01%
337,044
+26,075
2777
$6.97M ﹤0.01%
322,773
+129,975
2778
$6.97M ﹤0.01%
42,653
+5,913
2779
$6.96M ﹤0.01%
258,482
-370,847
2780
$6.96M ﹤0.01%
349,435
+15,977
2781
$6.96M ﹤0.01%
229,430
-33,011
2782
$6.94M ﹤0.01%
167,403
-31,457
2783
$6.94M ﹤0.01%
+126,066
2784
$6.93M ﹤0.01%
233,502
-5,765
2785
$6.92M ﹤0.01%
260,818
-39,225
2786
$6.92M ﹤0.01%
283,507
+5,967
2787
$6.92M ﹤0.01%
202,438
-41,057
2788
$6.9M ﹤0.01%
175,704
-348
2789
$6.88M ﹤0.01%
44,140
-4,699
2790
$6.88M ﹤0.01%
172,091
+141,770
2791
$6.88M ﹤0.01%
559,039
+202,875
2792
$6.88M ﹤0.01%
203,039
+13,451
2793
$6.87M ﹤0.01%
1,360,005
-328,504
2794
$6.87M ﹤0.01%
117,747
-122,228
2795
$6.86M ﹤0.01%
3,347,738
+210,603
2796
$6.86M ﹤0.01%
272,080
-92,705
2797
$6.86M ﹤0.01%
1,162,785
-235,447
2798
$6.86M ﹤0.01%
57,153
-28,719
2799
$6.86M ﹤0.01%
151,925
+49,389
2800
$6.84M ﹤0.01%
894,214
-31,262
110 111
112
113 114