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
3976
$1.85M ﹤0.01%
142,809
-31,320
3977
$1.85M ﹤0.01%
95,065
-10,307
3978
$1.85M ﹤0.01%
50,895
-55,380
3979
$1.84M ﹤0.01%
+108,587
3980
$1.84M ﹤0.01%
23,814
-100,253
3981
$1.84M ﹤0.01%
706,438
-154,067
3982
$1.83M ﹤0.01%
80,823
-19,637
3983
$1.82M ﹤0.01%
183,287
-6,856
3984
$1.82M ﹤0.01%
203,678
-19,624
3985
$1.82M ﹤0.01%
134,137
-221,416
3986
$1.82M ﹤0.01%
76,611
-178,401
3987
$1.82M ﹤0.01%
68,488
-134,333
3988
$1.81M ﹤0.01%
46,206
-13,180
3989
$1.81M ﹤0.01%
84,336
-42,546
3990
$1.81M ﹤0.01%
24,504
-7,676
3991
$1.8M ﹤0.01%
47,057
+1,990
3992
$1.8M ﹤0.01%
31,253
-791
3993
$1.8M ﹤0.01%
66,084
-15,499
3994
$1.79M ﹤0.01%
157,983
-8,085
3995
$1.78M ﹤0.01%
82,414
-4,865
3996
$1.78M ﹤0.01%
9,620
-3,439
3997
$1.78M ﹤0.01%
188,861
-4,211
3998
$1.78M ﹤0.01%
90,680
+14,630
3999
$1.78M ﹤0.01%
730
-523
4000
$1.78M ﹤0.01%
131,198
+29,721
158 159
160
161 162