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
3301
$4.25M ﹤0.01%
421,852
+56,417
3302
$4.25M ﹤0.01%
171,078
-137,427
3303
$4.24M ﹤0.01%
182,314
+7,955
3304
$4.24M ﹤0.01%
115,313
-14,149
3305
$4.24M ﹤0.01%
126,949
+38,417
3306
$4.23M ﹤0.01%
382,382
+12,757
3307
$4.23M ﹤0.01%
42,196
+25,925
3308
$4.22M ﹤0.01%
77,661
-33,664
3309
$4.22M ﹤0.01%
115,482
+10,106
3310
$4.22M ﹤0.01%
99,216
-18,789
3311
$4.21M ﹤0.01%
79,474
+3,816
3312
$4.21M ﹤0.01%
259,175
-10,277
3313
$4.21M ﹤0.01%
62,473
-7,844
3314
$4.2M ﹤0.01%
362,818
-8,145
3315
$4.2M ﹤0.01%
201,266
-201,208
3316
$4.19M ﹤0.01%
251,948
-19,899
3317
$4.19M ﹤0.01%
101,402
-3,319
3318
$4.18M ﹤0.01%
113,769
-3,050
3319
$4.18M ﹤0.01%
160,186
+41,684
3320
$4.17M ﹤0.01%
166,620
+25,338
3321
$4.17M ﹤0.01%
146,940
+3,927
3322
$4.16M ﹤0.01%
142,543
-78,222
3323
$4.16M ﹤0.01%
257,561
-49,892
3324
$4.15M ﹤0.01%
192,417
-166,555
3325
$4.14M ﹤0.01%
880,828
-286,723
131 132
133
134 135