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
3326
$4.14M ﹤0.01%
62,046
+7,882
3327
$4.14M ﹤0.01%
92,167
-677
3328
$4.13M ﹤0.01%
153,017
+48,560
3329
$4.13M ﹤0.01%
73,628
-56,422
3330
$4.11M ﹤0.01%
277,752
-170
3331
$4.11M ﹤0.01%
199,620
-19,950
3332
$4.11M ﹤0.01%
551,026
+111,766
3333
$4.11M ﹤0.01%
200,751
-357,079
3334
$4.1M ﹤0.01%
148,288
-221,445
3335
$4.08M ﹤0.01%
116,029
-9,349
3336
$4.08M ﹤0.01%
159,225
-86,403
3337
$4.07M ﹤0.01%
37,261
-11,704
3338
$4.07M ﹤0.01%
163,399
+23,862
3339
$4.07M ﹤0.01%
508,263
-263,779
3340
$4.06M ﹤0.01%
56,150
+23,867
3341
$4.06M ﹤0.01%
186,902
+69,266
3342
$4.06M ﹤0.01%
49,990
-8,798
3343
$4.05M ﹤0.01%
83,298
-20,632
3344
$4.03M ﹤0.01%
217,657
-3,033
3345
$4.03M ﹤0.01%
41,613
-52,395
3346
$4.03M ﹤0.01%
361,947
+2,688
3347
$4.03M ﹤0.01%
213,116
+211,564
3348
$4.02M ﹤0.01%
194,926
+121,488
3349
$4.02M ﹤0.01%
840,549
-713,306
3350
$4M ﹤0.01%
92,782
+27,626
132 133
134
135 136