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
3351
$4M ﹤0.01%
187,707
+27,676
3352
$4M ﹤0.01%
17,753
+10,034
3353
$3.99M ﹤0.01%
158,379
-20,859
3354
$3.99M ﹤0.01%
1,727,349
+435,827
3355
$3.99M ﹤0.01%
263,913
+8,218
3356
$3.99M ﹤0.01%
66,796
+3,545
3357
$3.98M ﹤0.01%
217,621
+32,722
3358
$3.98M ﹤0.01%
86,322
-11,161
3359
$3.98M ﹤0.01%
391,620
+201,183
3360
$3.98M ﹤0.01%
64,514
-45,174
3361
$3.98M ﹤0.01%
701,100
+10,382
3362
$3.98M ﹤0.01%
101,116
-14,188
3363
$3.97M ﹤0.01%
86,891
-25,890
3364
$3.97M ﹤0.01%
256,357
+110,434
3365
$3.96M ﹤0.01%
747,744
+130,184
3366
$3.96M ﹤0.01%
426,225
+100,598
3367
$3.96M ﹤0.01%
79,772
-186,320
3368
$3.96M ﹤0.01%
282,583
+6,646
3369
$3.96M ﹤0.01%
70,627
+15,349
3370
$3.95M ﹤0.01%
123,618
-2,477
3371
$3.95M ﹤0.01%
374,388
+35,054
3372
$3.95M ﹤0.01%
267,794
+92,623
3373
$3.94M ﹤0.01%
+24,634
3374
$3.94M ﹤0.01%
302,398
-7,336
3375
$3.94M ﹤0.01%
16,483
-14,402
133 134
135
136 137