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
4151
$1.45M ﹤0.01%
61,571
-21,141
4152
$1.44M ﹤0.01%
29,855
-80,009
4153
$1.44M ﹤0.01%
322,964
-501,661
4154
$1.44M ﹤0.01%
17,516
-2,207
4155
$1.44M ﹤0.01%
2,168,400
+523,600
4156
$1.44M ﹤0.01%
6,966
-11,147
4157
$1.44M ﹤0.01%
116,321
-9,237
4158
$1.44M ﹤0.01%
119,013
-10,778
4159
$1.44M ﹤0.01%
41,629
-415
4160
$1.44M ﹤0.01%
463,347
+75,074
4161
$1.44M ﹤0.01%
152,396
+3,947
4162
$1.44M ﹤0.01%
44,083
-6,468
4163
$1.43M ﹤0.01%
102,991
-6,913
4164
$1.43M ﹤0.01%
26,187
-15,440
4165
$1.43M ﹤0.01%
241,759
-152,272
4166
$1.42M ﹤0.01%
76,747
+3,744
4167
$1.42M ﹤0.01%
16,362
+1,724
4168
$1.42M ﹤0.01%
144,344
-86,980
4169
$1.42M ﹤0.01%
181,301
-108,767
4170
$1.42M ﹤0.01%
93,121
-65,586
4171
$1.42M ﹤0.01%
418,255
-746,166
4172
$1.42M ﹤0.01%
119,950
-28,432
4173
$1.42M ﹤0.01%
25,449
-1,654
4174
$1.42M ﹤0.01%
18,861
-4,734
4175
$1.42M ﹤0.01%
65,515
-114,251
165 166
167
168 169