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
3651
$2.82M ﹤0.01%
67,280
-6,812
3652
$2.82M ﹤0.01%
160,459
-63,670
3653
$2.82M ﹤0.01%
844,168
+454,876
3654
$2.81M ﹤0.01%
96,479
-42,174
3655
$2.81M ﹤0.01%
179,571
-69,272
3656
$2.8M ﹤0.01%
119,027
+33,800
3657
$2.8M ﹤0.01%
146,752
+1,707
3658
$2.79M ﹤0.01%
69,499
-626
3659
$2.79M ﹤0.01%
98,569
+15,998
3660
$2.79M ﹤0.01%
419,804
+85,326
3661
$2.79M ﹤0.01%
229,736
+45,585
3662
$2.78M ﹤0.01%
72,082
+31,286
3663
$2.78M ﹤0.01%
24,469
+5,756
3664
$2.78M ﹤0.01%
116,101
-14,502
3665
$2.77M ﹤0.01%
215,772
+3,219
3666
$2.77M ﹤0.01%
113,792
-266
3667
$2.77M ﹤0.01%
79,053
-81,275
3668
$2.77M ﹤0.01%
71,950
-231,403
3669
$2.76M ﹤0.01%
158,550
+60,414
3670
$2.76M ﹤0.01%
1,308,615
-308,358
3671
$2.75M ﹤0.01%
35,604
+10,840
3672
$2.74M ﹤0.01%
34,161
+3,437
3673
$2.73M ﹤0.01%
233,543
+20,505
3674
$2.72M ﹤0.01%
219,785
-15,435
3675
$2.72M ﹤0.01%
26,128
-14,361
145 146
147
148 149