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
3676
$2.72M ﹤0.01%
84,988
+23,062
3677
$2.72M ﹤0.01%
47,760
-11,165
3678
$2.72M ﹤0.01%
103,888
-1,734
3679
$2.72M ﹤0.01%
57,661
-16,149
3680
$2.72M ﹤0.01%
215,294
-26,180
3681
$2.71M ﹤0.01%
464,871
-31,462
3682
$2.71M ﹤0.01%
228,175
-25,374
3683
$2.71M ﹤0.01%
89,342
-25,726
3684
$2.69M ﹤0.01%
506,866
-79,361
3685
$2.69M ﹤0.01%
79,271
-117,215
3686
$2.69M ﹤0.01%
36,038
-66,815
3687
$2.69M ﹤0.01%
27,391
+1,552
3688
$2.69M ﹤0.01%
108,456
+103,105
3689
$2.69M ﹤0.01%
233,440
-21,590
3690
$2.68M ﹤0.01%
151,745
-216,783
3691
$2.68M ﹤0.01%
48,357
-1,113
3692
$2.67M ﹤0.01%
454,310
-551,035
3693
$2.67M ﹤0.01%
390,939
+254,405
3694
$2.66M ﹤0.01%
69,080
-15,279
3695
$2.66M ﹤0.01%
205,050
-5,181
3696
$2.66M ﹤0.01%
104,057
+2,456
3697
$2.65M ﹤0.01%
64,751
-31,077
3698
$2.65M ﹤0.01%
90,383
+85,670
3699
$2.65M ﹤0.01%
177,860
-5,755
3700
$2.65M ﹤0.01%
44,214
+19,228
146 147
148
149 150