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
3501
$3.43M ﹤0.01%
1,785,565
-200,269
3502
$3.42M ﹤0.01%
70,455
-42,413
3503
$3.42M ﹤0.01%
133,874
+358
3504
$3.41M ﹤0.01%
155,189
-44,990
3505
$3.41M ﹤0.01%
777,272
+295,036
3506
$3.41M ﹤0.01%
195,555
+91,932
3507
$3.41M ﹤0.01%
39,890
-11,877
3508
$3.39M ﹤0.01%
116,455
+67,546
3509
$3.39M ﹤0.01%
121,478
-134,886
3510
$3.38M ﹤0.01%
33,863
-7,209
3511
$3.38M ﹤0.01%
+32,998
3512
$3.37M ﹤0.01%
59,967
+14,178
3513
$3.37M ﹤0.01%
244,596
+59,217
3514
$3.37M ﹤0.01%
201,627
-14,148
3515
$3.36M ﹤0.01%
164,806
+48,896
3516
$3.36M ﹤0.01%
69,648
+10,492
3517
$3.36M ﹤0.01%
300,248
+196,128
3518
$3.36M ﹤0.01%
343,838
+43,835
3519
$3.36M ﹤0.01%
780,867
+212,364
3520
$3.36M ﹤0.01%
147,240
-27,266
3521
$3.36M ﹤0.01%
205,900
-7,138
3522
$3.35M ﹤0.01%
41,435
-11,205
3523
$3.35M ﹤0.01%
64,066
-1,616
3524
$3.35M ﹤0.01%
160,614
+2,282
3525
$3.34M ﹤0.01%
214,265
-14,185
139 140
141
142 143