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
3951
$1.91M ﹤0.01%
149,310
-2,001
3952
$1.91M ﹤0.01%
105,807
+48,369
3953
$1.9M ﹤0.01%
24,736
-5,240
3954
$1.9M ﹤0.01%
76,685
-1,435
3955
$1.9M ﹤0.01%
324,216
+69,414
3956
$1.9M ﹤0.01%
65,792
-6,061
3957
$1.9M ﹤0.01%
118,921
-17,694
3958
$1.9M ﹤0.01%
8,038
-1,850
3959
$1.89M ﹤0.01%
9,216
+1,610
3960
$1.89M ﹤0.01%
87,016
-15,415
3961
$1.89M ﹤0.01%
124,025
+22,273
3962
$1.88M ﹤0.01%
384,397
-3,611
3963
$1.88M ﹤0.01%
152,168
-28,261
3964
$1.87M ﹤0.01%
77,733
+18,152
3965
$1.87M ﹤0.01%
71,774
-93,016
3966
$1.87M ﹤0.01%
195,887
-31,864
3967
$1.87M ﹤0.01%
45,017
+10,220
3968
$1.86M ﹤0.01%
21,638
-268
3969
$1.86M ﹤0.01%
124,864
-29,823
3970
$1.86M ﹤0.01%
93,170
-168
3971
$1.86M ﹤0.01%
450,001
-286,714
3972
$1.86M ﹤0.01%
81,173
-22,523
3973
$1.86M ﹤0.01%
47,326
+7,531
3974
$1.86M ﹤0.01%
153,442
+1
3975
$1.86M ﹤0.01%
179,197
+92,497
157 158
159
160 161