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
3901
$2.04M ﹤0.01%
172,485
+13,862
3902
$2.03M ﹤0.01%
80,164
+47,125
3903
$2.03M ﹤0.01%
12,448
+7,984
3904
$2.03M ﹤0.01%
71,315
+13,565
3905
$2.02M ﹤0.01%
617,059
+293,900
3906
$2.02M ﹤0.01%
176,161
-8,630
3907
$2.01M ﹤0.01%
335,227
+25,802
3908
$2.01M ﹤0.01%
271,079
+137,098
3909
$2.01M ﹤0.01%
+36,852
3910
$2M ﹤0.01%
42,362
-53,229
3911
$2M ﹤0.01%
330
+94
3912
$2M ﹤0.01%
74,823
+173
3913
$2M ﹤0.01%
103,116
-31,474
3914
$1.99M ﹤0.01%
75,723
+38,491
3915
$1.98M ﹤0.01%
114,643
+9,944
3916
$1.98M ﹤0.01%
66,328
-13,196
3917
$1.98M ﹤0.01%
157,140
+58,206
3918
$1.98M ﹤0.01%
15,278
-2,292
3919
$1.98M ﹤0.01%
20,299
-24,708
3920
$1.98M ﹤0.01%
45,462
-1,487
3921
$1.97M ﹤0.01%
35,165
-779
3922
$1.97M ﹤0.01%
94,081
+5,214
3923
$1.97M ﹤0.01%
55,791
-3,960
3924
$1.97M ﹤0.01%
159,229
-5,248
3925
$1.97M ﹤0.01%
63,700
-1,969
155 156
157
158 159