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
3376
$3.94M ﹤0.01%
197,974
-87,873
3377
$3.93M ﹤0.01%
86,591
+26,458
3378
$3.93M ﹤0.01%
49,768
-6,877
3379
$3.93M ﹤0.01%
48,336
+956
3380
$3.92M ﹤0.01%
302,099
+16,675
3381
$3.92M ﹤0.01%
168,373
-2,704
3382
$3.92M ﹤0.01%
170,970
+1,158
3383
$3.91M ﹤0.01%
89,134
+23,521
3384
$3.91M ﹤0.01%
157,693
-4,669
3385
$3.91M ﹤0.01%
183,016
-3,588
3386
$3.91M ﹤0.01%
36,238
-47,084
3387
$3.91M ﹤0.01%
398,898
+57,050
3388
$3.9M ﹤0.01%
141,606
+68,742
3389
$3.9M ﹤0.01%
62,880
+46,770
3390
$3.9M ﹤0.01%
38,892
+6,439
3391
$3.9M ﹤0.01%
175,073
-2,327
3392
$3.88M ﹤0.01%
47,728
+9,774
3393
$3.88M ﹤0.01%
179,255
+35,302
3394
$3.88M ﹤0.01%
445,992
-349,892
3395
$3.87M ﹤0.01%
30,086
-19,092
3396
$3.86M ﹤0.01%
260,778
-126,827
3397
$3.86M ﹤0.01%
55,497
-16,583
3398
$3.86M ﹤0.01%
141,635
-33,494
3399
$3.86M ﹤0.01%
9,442
-252
3400
$3.85M ﹤0.01%
181,337
-52,325
134 135
136
137 138