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
3051
$5.44M ﹤0.01%
234,539
+131,900
3052
$5.44M ﹤0.01%
411,979
-36,654
3053
$5.43M ﹤0.01%
24,050
+11,466
3054
$5.43M ﹤0.01%
303,316
+15,334
3055
$5.43M ﹤0.01%
190,080
+55,274
3056
$5.42M ﹤0.01%
143,052
-31,931
3057
$5.42M ﹤0.01%
316,557
-139,268
3058
$5.41M ﹤0.01%
92,818
-10,060
3059
$5.41M ﹤0.01%
143,565
-25,264
3060
$5.4M ﹤0.01%
260,255
-677,452
3061
$5.4M ﹤0.01%
131,054
+22,630
3062
$5.39M ﹤0.01%
183,106
-41,932
3063
$5.39M ﹤0.01%
233,261
+223,016
3064
$5.39M ﹤0.01%
107,564
+35,961
3065
$5.39M ﹤0.01%
47,294
-79,897
3066
$5.38M ﹤0.01%
89,485
-18,823
3067
$5.38M ﹤0.01%
237,132
-77,480
3068
$5.37M ﹤0.01%
199,287
-17,402
3069
$5.37M ﹤0.01%
160,288
-20,161
3070
$5.37M ﹤0.01%
422,053
-39,335
3071
$5.36M ﹤0.01%
211,578
+68,131
3072
$5.36M ﹤0.01%
176,764
+19,093
3073
$5.35M ﹤0.01%
218,307
+21,279
3074
$5.34M ﹤0.01%
110,895
-485,176
3075
$5.34M ﹤0.01%
334,307
-852