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
3401
$3.85M ﹤0.01%
49,949
-39,251
3402
$3.85M ﹤0.01%
310,371
-167,225
3403
$3.85M ﹤0.01%
117,725
+15,919
3404
$3.84M ﹤0.01%
117,110
-12,050
3405
$3.84M ﹤0.01%
998,173
+27,240
3406
$3.84M ﹤0.01%
102,354
-141,996
3407
$3.84M ﹤0.01%
58,880
-47,691
3408
$3.84M ﹤0.01%
277,503
-60,061
3409
$3.82M ﹤0.01%
126,944
-16,086
3410
$3.82M ﹤0.01%
175,793
-31,583
3411
$3.82M ﹤0.01%
281,791
-7,861
3412
$3.82M ﹤0.01%
80,946
-76,707
3413
$3.82M ﹤0.01%
137,718
+5,996
3414
$3.81M ﹤0.01%
153,540
-29,219
3415
$3.81M ﹤0.01%
176,428
+123,493
3416
$3.81M ﹤0.01%
163,985
-197,804
3417
$3.81M ﹤0.01%
208,602
-95,221
3418
$3.8M ﹤0.01%
210,569
-6,408
3419
$3.79M ﹤0.01%
188,368
-39,842
3420
$3.78M ﹤0.01%
331,028
-14,690
3421
$3.78M ﹤0.01%
436,597
-1,955
3422
$3.77M ﹤0.01%
131,480
-76,617
3423
$3.76M ﹤0.01%
420,517
+13,085
3424
$3.76M ﹤0.01%
222,523
+2,808
3425
$3.76M ﹤0.01%
7,836
-614
135 136
137
138 139