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
4201
$1.37M ﹤0.01%
156,383
-122,545
4202
$1.36M ﹤0.01%
4,264
-4,735
4203
$1.36M ﹤0.01%
162,885
+46,412
4204
$1.36M ﹤0.01%
22,487
+8,566
4205
$1.36M ﹤0.01%
+56,609
4206
$1.36M ﹤0.01%
26,378
+12,665
4207
$1.36M ﹤0.01%
33,203
-31,380
4208
$1.35M ﹤0.01%
49,639
+33,422
4209
$1.34M ﹤0.01%
65,685
-31,512
4210
$1.34M ﹤0.01%
190,662
+30,326
4211
$1.34M ﹤0.01%
186,600
-38,716
4212
$1.34M ﹤0.01%
67,268
+23,772
4213
$1.34M ﹤0.01%
80,444
-12,749
4214
$1.33M ﹤0.01%
158,959
-75,084
4215
$1.33M ﹤0.01%
47,287
-2,511
4216
$1.33M ﹤0.01%
8,779
+468
4217
$1.33M ﹤0.01%
338,083
-303,474
4218
$1.32M ﹤0.01%
60,929
-12,047
4219
$1.32M ﹤0.01%
112,119
+19,672
4220
$1.32M ﹤0.01%
20,218
-15,529
4221
$1.32M ﹤0.01%
117,645
+12,228
4222
$1.32M ﹤0.01%
42,814
+33,410
4223
$1.32M ﹤0.01%
25,274
-3,771
4224
$1.31M ﹤0.01%
118,700
-32,350
4225
$1.31M ﹤0.01%
156,471
+630
167 168
169
170 171