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
3876
$2.13M ﹤0.01%
246,528
+114,637
3877
$2.12M ﹤0.01%
92,648
+1,681
3878
$2.12M ﹤0.01%
261,285
+138,962
3879
$2.1M ﹤0.01%
278,561
+113,155
3880
$2.1M ﹤0.01%
55,542
-14,212
3881
$2.1M ﹤0.01%
106,174
-20,287
3882
$2.1M ﹤0.01%
796,532
-71,161
3883
$2.09M ﹤0.01%
67,232
-12,712
3884
$2.09M ﹤0.01%
105,038
-40,396
3885
$2.08M ﹤0.01%
57,420
+13,029
3886
$2.08M ﹤0.01%
53,864
-83,336
3887
$2.08M ﹤0.01%
80,079
+8,187
3888
$2.07M ﹤0.01%
196,506
-14,141
3889
$2.07M ﹤0.01%
356,655
+71,860
3890
$2.06M ﹤0.01%
71,812
-616
3891
$2.06M ﹤0.01%
221,062
-10,278
3892
$2.06M ﹤0.01%
214,865
+24,587
3893
$2.05M ﹤0.01%
885,170
+48,330
3894
$2.05M ﹤0.01%
39,058
-2,425
3895
$2.05M ﹤0.01%
89,070
+433
3896
$2.05M ﹤0.01%
101,214
-556,469
3897
$2.05M ﹤0.01%
102,365
-1,148
3898
$2.04M ﹤0.01%
84,459
-9,098
3899
$2.04M ﹤0.01%
285,838
+40,372
3900
$2.04M ﹤0.01%
118,877
-936
154 155
156
157 158