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
3776
$2.44M ﹤0.01%
1,033
-802
3777
$2.44M ﹤0.01%
671,548
+482,074
3778
$2.43M ﹤0.01%
58,635
+4,426
3779
$2.43M ﹤0.01%
41,326
-39,931
3780
$2.43M ﹤0.01%
7,600
+304
3781
$2.42M ﹤0.01%
140,942
-72,288
3782
$2.42M ﹤0.01%
35,967
-182,238
3783
$2.42M ﹤0.01%
70,511
-9,367
3784
$2.41M ﹤0.01%
62,248
-8,991
3785
$2.4M ﹤0.01%
18,525
-2,401
3786
$2.4M ﹤0.01%
210,352
-9,812
3787
$2.4M ﹤0.01%
82,829
-2,258
3788
$2.4M ﹤0.01%
104,185
+48,905
3789
$2.39M ﹤0.01%
190,107
-2,580
3790
$2.39M ﹤0.01%
20,870
-8,206
3791
$2.38M ﹤0.01%
48,336
+3,672
3792
$2.38M ﹤0.01%
122,732
-19,177
3793
$2.37M ﹤0.01%
100,680
+5,981
3794
$2.37M ﹤0.01%
38,783
+6,517
3795
$2.37M ﹤0.01%
96,968
+10,497
3796
$2.36M ﹤0.01%
2,711,742
-3,255,249
3797
$2.36M ﹤0.01%
188,310
-11,392
3798
$2.35M ﹤0.01%
74,639
-6,089
3799
$2.34M ﹤0.01%
114,590
-19,630
3800
$2.34M ﹤0.01%
109,031
+46,736
150 151
152
153 154