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
3576
$3.12M ﹤0.01%
504,909
+184,516
3577
$3.12M ﹤0.01%
56,363
-12,373
3578
$3.11M ﹤0.01%
48,273
-47,725
3579
$3.11M ﹤0.01%
43,119
+3,932
3580
$3.11M ﹤0.01%
59,955
-30,174
3581
$3.11M ﹤0.01%
774,580
-1,232,735
3582
$3.1M ﹤0.01%
347,425
-545,625
3583
$3.1M ﹤0.01%
162,632
+36,516
3584
$3.1M ﹤0.01%
75,008
+42,864
3585
$3.09M ﹤0.01%
171,880
+22,557
3586
$3.09M ﹤0.01%
104,012
-8,964
3587
$3.08M ﹤0.01%
485,712
-47,923
3588
$3.08M ﹤0.01%
124,656
-5,991
3589
$3.08M ﹤0.01%
230,224
+25,560
3590
$3.08M ﹤0.01%
257,809
+480
3591
$3.06M ﹤0.01%
93,224
+14,240
3592
$3.06M ﹤0.01%
277,105
-23,774
3593
$3.05M ﹤0.01%
247,517
+9,358
3594
$3.05M ﹤0.01%
127,059
-39,185
3595
$3.05M ﹤0.01%
80,663
-205,440
3596
$3.03M ﹤0.01%
31,300
+11,018
3597
$3.03M ﹤0.01%
39,730
+11,304
3598
$3.03M ﹤0.01%
420,059
-13,708
3599
$3.03M ﹤0.01%
149,190
+60
3600
$3.03M ﹤0.01%
170,081
+68,790
142 143
144
145 146