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
4051
$1.69M ﹤0.01%
62,054
-11,188
4052
$1.69M ﹤0.01%
38,169
+782
4053
$1.69M ﹤0.01%
28,887
+4,423
4054
$1.69M ﹤0.01%
6,613
-605
4055
$1.69M ﹤0.01%
32,287
-1,394
4056
$1.69M ﹤0.01%
150,092
-117,863
4057
$1.69M ﹤0.01%
24,813
+2,518
4058
$1.68M ﹤0.01%
111,539
-7,197
4059
$1.67M ﹤0.01%
48,755
-90
4060
$1.67M ﹤0.01%
67,877
+14,377
4061
$1.67M ﹤0.01%
124,857
+2,339
4062
$1.67M ﹤0.01%
101,117
-193,326
4063
$1.66M ﹤0.01%
181,102
-6,955
4064
$1.66M ﹤0.01%
45,555
+13,482
4065
$1.66M ﹤0.01%
63,686
-583
4066
$1.66M ﹤0.01%
53,143
-48,303
4067
$1.66M ﹤0.01%
341,247
+248,878
4068
$1.65M ﹤0.01%
46,767
-454
4069
$1.65M ﹤0.01%
52,269
+6,465
4070
$1.65M ﹤0.01%
87,878
-2,103
4071
$1.64M ﹤0.01%
21,472
+6,273
4072
$1.64M ﹤0.01%
65,029
-23,717
4073
$1.64M ﹤0.01%
229,107
+2,825
4074
$1.64M ﹤0.01%
28,412
-163
4075
$1.64M ﹤0.01%
297,110
+118,179
161 162
163
164 165