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
3801
$2.34M ﹤0.01%
138,683
-3,878
3802
$2.33M ﹤0.01%
143,133
+77,653
3803
$2.33M ﹤0.01%
86,760
+19,556
3804
$2.32M ﹤0.01%
115,893
+47,420
3805
$2.32M ﹤0.01%
149,125
+926
3806
$2.32M ﹤0.01%
78,824
-28,829
3807
$2.31M ﹤0.01%
25,192
+10,013
3808
$2.31M ﹤0.01%
55,168
-132,694
3809
$2.31M ﹤0.01%
38,052
-5,207
3810
$2.31M ﹤0.01%
52,582
-838
3811
$2.3M ﹤0.01%
185,360
-43,868
3812
$2.3M ﹤0.01%
73,182
+31,523
3813
$2.3M ﹤0.01%
175,427
-5,876
3814
$2.3M ﹤0.01%
27,129
+5,185
3815
$2.3M ﹤0.01%
222,161
-120,211
3816
$2.29M ﹤0.01%
176,100
-20,489
3817
$2.29M ﹤0.01%
205,560
+142,140
3818
$2.29M ﹤0.01%
155,400
+13,987
3819
$2.28M ﹤0.01%
182,022
-8,526
3820
$2.28M ﹤0.01%
60,673
-9,315
3821
$2.28M ﹤0.01%
60,350
+6,750
3822
$2.28M ﹤0.01%
209,721
-11,288
3823
$2.27M ﹤0.01%
64,444
-10,714
3824
$2.27M ﹤0.01%
21,452
+3,587
3825
$2.27M ﹤0.01%
92,141
-18,987
151 152
153
154 155