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
3601
$3.02M ﹤0.01%
253,099
+29,447
3602
$3.02M ﹤0.01%
299,293
+221,686
3603
$3.02M ﹤0.01%
45,585
-25,323
3604
$3.02M ﹤0.01%
411,462
-8,682
3605
$3.02M ﹤0.01%
391,092
-18,611
3606
$3.01M ﹤0.01%
42,935
-3,466
3607
$3.01M ﹤0.01%
125,498
+3,052
3608
$3.01M ﹤0.01%
77,457
+28,163
3609
$3.01M ﹤0.01%
184,723
-12,044
3610
$3.01M ﹤0.01%
43,853
-2,419
3611
$3.01M ﹤0.01%
273,523
-485,313
3612
$3M ﹤0.01%
271,770
+51,383
3613
$3M ﹤0.01%
307,069
-10,628
3614
$2.99M ﹤0.01%
54,658
-11,253
3615
$2.98M ﹤0.01%
115,152
+8,645
3616
$2.98M ﹤0.01%
58,555
+15,433
3617
$2.98M ﹤0.01%
148,304
+36,854
3618
$2.97M ﹤0.01%
112,126
+11,702
3619
$2.97M ﹤0.01%
35,159
-5,143
3620
$2.96M ﹤0.01%
82,541
-75,414
3621
$2.96M ﹤0.01%
477,597
+208,955
3622
$2.96M ﹤0.01%
82,067
-24,514
3623
$2.95M ﹤0.01%
211,007
+142,874
3624
$2.92M ﹤0.01%
216,682
-19,027
3625
$2.92M ﹤0.01%
245,863
-59,809
143 144
145
146 147