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
4126
$1.51M ﹤0.01%
77,405
-56,587
4127
$1.5M ﹤0.01%
78,619
-27,315
4128
$1.5M ﹤0.01%
91,228
-37,177
4129
$1.5M ﹤0.01%
145,210
-5,414
4130
$1.5M ﹤0.01%
21,579
-5,785
4131
$1.5M ﹤0.01%
21,361
-2,256
4132
$1.5M ﹤0.01%
113,938
+28,975
4133
$1.5M ﹤0.01%
50,025
+22,699
4134
$1.5M ﹤0.01%
245,192
-934
4135
$1.49M ﹤0.01%
32,066
+286
4136
$1.49M ﹤0.01%
71,703
-44,792
4137
$1.48M ﹤0.01%
86,921
-42,819
4138
$1.47M ﹤0.01%
134,839
-1,653,258
4139
$1.47M ﹤0.01%
65,042
-8,722
4140
$1.47M ﹤0.01%
192,719
-48,610
4141
$1.46M ﹤0.01%
+30,821
4142
$1.46M ﹤0.01%
197,919
-21,618
4143
$1.46M ﹤0.01%
45,031
+172
4144
$1.46M ﹤0.01%
43,065
-12,152
4145
$1.46M ﹤0.01%
71,961
+30,267
4146
$1.45M ﹤0.01%
855,522
+78,062
4147
$1.45M ﹤0.01%
67,610
-84,996
4148
$1.45M ﹤0.01%
109,183
+32,279
4149
$1.45M ﹤0.01%
31,892
-50,921
4150
$1.45M ﹤0.01%
102,234
+16,724
164 165
166
167 168