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
2976
$5.87M ﹤0.01%
50
2977
$5.87M ﹤0.01%
139,610
+5,392
2978
$5.86M ﹤0.01%
91,757
-21,373
2979
$5.84M ﹤0.01%
351,706
+12,441
2980
$5.84M ﹤0.01%
376,961
+8,562
2981
$5.81M ﹤0.01%
486,808
-329,766
2982
$5.81M ﹤0.01%
68,408
-149,452
2983
$5.81M ﹤0.01%
276,759
-8,142
2984
$5.81M ﹤0.01%
327,093
+15,097
2985
$5.81M ﹤0.01%
138,135
+41,792
2986
$5.8M ﹤0.01%
326,495
-243,318
2987
$5.8M ﹤0.01%
243,770
-32,224
2988
$5.8M ﹤0.01%
229,081
+53,235
2989
$5.8M ﹤0.01%
209,642
-103,372
2990
$5.77M ﹤0.01%
80,494
-4,073
2991
$5.77M ﹤0.01%
470,951
+202,581
2992
$5.76M ﹤0.01%
175,059
-63,340
2993
$5.75M ﹤0.01%
78,020
+6,464
2994
$5.74M ﹤0.01%
206,055
-7,394
2995
$5.72M ﹤0.01%
148,365
-33,526
2996
$5.71M ﹤0.01%
192,118
-78,411
2997
$5.71M ﹤0.01%
313,383
+9,527
2998
$5.7M ﹤0.01%
79,296
-16,233
2999
$5.7M ﹤0.01%
156,012
+9,440
3000
$5.69M ﹤0.01%
159,590
+3,557