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
4076
$1.63M ﹤0.01%
53,711
-3,055
4077
$1.63M ﹤0.01%
13,579
-9,461
4078
$1.63M ﹤0.01%
32,539
-6,323
4079
$1.63M ﹤0.01%
229,526
-57,463
4080
$1.63M ﹤0.01%
67,883
+6,483
4081
$1.61M ﹤0.01%
129,483
-6,444
4082
$1.61M ﹤0.01%
9,291
+3,385
4083
$1.6M ﹤0.01%
77,909
+4,246
4084
$1.6M ﹤0.01%
271,310
-216,619
4085
$1.59M ﹤0.01%
73,195
+6,035
4086
$1.59M ﹤0.01%
36,259
+6,157
4087
$1.58M ﹤0.01%
144,100
+37,171
4088
$1.58M ﹤0.01%
43,098
+967
4089
$1.58M ﹤0.01%
15,504
-2,260
4090
$1.58M ﹤0.01%
91,985
+62,503
4091
$1.58M ﹤0.01%
92,703
-2,998
4092
$1.58M ﹤0.01%
106,304
+24,361
4093
$1.58M ﹤0.01%
46,175
-45,481
4094
$1.58M ﹤0.01%
6,341
-3,632
4095
$1.57M ﹤0.01%
49,552
+4,663
4096
$1.57M ﹤0.01%
54,964
+37,585
4097
$1.57M ﹤0.01%
162,968
+5,310
4098
$1.56M ﹤0.01%
530,544
+337,716
4099
$1.56M ﹤0.01%
9,118
-2,142
4100
$1.56M ﹤0.01%
28,683
-26,270
162 163
164
165 166