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
3551
$3.24M ﹤0.01%
87,853
-73,217
3552
$3.23M ﹤0.01%
382,291
-30,767
3553
$3.23M ﹤0.01%
144,442
+56,927
3554
$3.23M ﹤0.01%
121,936
+26,833
3555
$3.23M ﹤0.01%
159,901
-69,956
3556
$3.22M ﹤0.01%
294,353
+23,741
3557
$3.22M ﹤0.01%
70,150
-65,039
3558
$3.21M ﹤0.01%
63,795
-29,352
3559
$3.21M ﹤0.01%
191,238
-24,978
3560
$3.21M ﹤0.01%
482,793
+186,274
3561
$3.21M ﹤0.01%
478,993
+4,110
3562
$3.21M ﹤0.01%
45,850
+1,376
3563
$3.21M ﹤0.01%
69,912
-61,344
3564
$3.2M ﹤0.01%
82,108
-19,425
3565
$3.19M ﹤0.01%
167,751
+68,861
3566
$3.19M ﹤0.01%
179,890
+8,690
3567
$3.19M ﹤0.01%
134,166
-21,938
3568
$3.18M ﹤0.01%
71,700
-7,323
3569
$3.17M ﹤0.01%
69,498
-138,401
3570
$3.16M ﹤0.01%
228,232
-4,766
3571
$3.16M ﹤0.01%
503,349
-432,472
3572
$3.15M ﹤0.01%
93,795
-18,927
3573
$3.13M ﹤0.01%
134,678
+43,836
3574
$3.13M ﹤0.01%
407,708
-45,810
3575
$3.13M ﹤0.01%
287,955
+53,936
141 142
143
144 145