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
4101
$1.56M ﹤0.01%
25,424
+4,623
4102
$1.56M ﹤0.01%
36,671
+11,406
4103
$1.55M ﹤0.01%
206,857
+21,357
4104
$1.55M ﹤0.01%
85,649
-11,807
4105
$1.55M ﹤0.01%
10,935
-961
4106
$1.55M ﹤0.01%
93,201
+48,068
4107
$1.55M ﹤0.01%
+46,784
4108
$1.55M ﹤0.01%
898,882
+459,357
4109
$1.54M ﹤0.01%
63,749
-14,843
4110
$1.54M ﹤0.01%
81,462
-109,529
4111
$1.54M ﹤0.01%
16,300
-3,512
4112
$1.53M ﹤0.01%
40,578
-71,996
4113
$1.53M ﹤0.01%
66,111
+4,186
4114
$1.53M ﹤0.01%
1,086,900
-160,100
4115
$1.53M ﹤0.01%
530,870
-65,574
4116
$1.52M ﹤0.01%
6,782
+2,656
4117
$1.52M ﹤0.01%
80,224
-4,875
4118
$1.52M ﹤0.01%
20,141
+962
4119
$1.52M ﹤0.01%
245,671
+44,617
4120
$1.52M ﹤0.01%
40,290
+5,389
4121
$1.52M ﹤0.01%
48,695
+4,551
4122
$1.52M ﹤0.01%
37,507
-7,074
4123
$1.51M ﹤0.01%
191,286
-49,470
4124
$1.51M ﹤0.01%
42,560
+2,095
4125
$1.51M ﹤0.01%
+35,868
163 164
165
166 167