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
3926
$1.97M ﹤0.01%
37,107
+3,677
3927
$1.96M ﹤0.01%
357,735
-686,812
3928
$1.96M ﹤0.01%
103,608
-25,073
3929
$1.96M ﹤0.01%
174,955
+26,570
3930
$1.95M ﹤0.01%
52,854
-43,460
3931
$1.95M ﹤0.01%
147,491
+4,449
3932
$1.95M ﹤0.01%
142,899
-275,740
3933
$1.95M ﹤0.01%
48,098
+9,532
3934
$1.95M ﹤0.01%
105,852
+13,015
3935
$1.95M ﹤0.01%
2,259
+134
3936
$1.95M ﹤0.01%
122,024
-140,600
3937
$1.95M ﹤0.01%
34,008
-9,773
3938
$1.94M ﹤0.01%
90,622
+72,389
3939
$1.94M ﹤0.01%
131,754
-47,194
3940
$1.94M ﹤0.01%
156,925
-6,985
3941
$1.94M ﹤0.01%
880,137
-440,859
3942
$1.93M ﹤0.01%
69,185
-231,107
3943
$1.93M ﹤0.01%
139,487
-181,061
3944
$1.93M ﹤0.01%
123,548
+39,946
3945
$1.93M ﹤0.01%
173,948
+11,542
3946
$1.92M ﹤0.01%
62,512
-149,893
3947
$1.92M ﹤0.01%
36,756
-7,116
3948
$1.92M ﹤0.01%
38,371
-161
3949
$1.92M ﹤0.01%
29,825
-31,895
3950
$1.91M ﹤0.01%
216,499
-8,759
156 157
158
159 160