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
3751
$2.49M ﹤0.01%
252,721
+47,372
3752
$2.49M ﹤0.01%
228,302
-19,801
3753
$2.49M ﹤0.01%
194,365
-651,930
3754
$2.49M ﹤0.01%
111,875
+67,034
3755
$2.48M ﹤0.01%
71,193
-27,345
3756
$2.48M ﹤0.01%
129,797
-79,614
3757
$2.48M ﹤0.01%
256,820
-75,471
3758
$2.48M ﹤0.01%
357,636
+8,594
3759
$2.47M ﹤0.01%
56,917
-11,354
3760
$2.47M ﹤0.01%
138,310
-51,782
3761
$2.47M ﹤0.01%
49,572
+28,658
3762
$2.46M ﹤0.01%
53,854
-100,512
3763
$2.46M ﹤0.01%
114,926
+6,842
3764
$2.46M ﹤0.01%
147,397
-15,143
3765
$2.46M ﹤0.01%
97,882
-123,422
3766
$2.46M ﹤0.01%
158,351
-16,712
3767
$2.45M ﹤0.01%
209,192
-31,953
3768
$2.45M ﹤0.01%
61,010
-11,137
3769
$2.45M ﹤0.01%
66,866
+30,854
3770
$2.45M ﹤0.01%
104,911
-30,478
3771
$2.45M ﹤0.01%
337,635
+210,576
3772
$2.45M ﹤0.01%
124,550
-23,436
3773
$2.44M ﹤0.01%
121,735
-34,580
3774
$2.44M ﹤0.01%
474,232
+186,247
3775
$2.44M ﹤0.01%
91,947
+17,900
149 150
151
152 153