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
4226
$1.31M ﹤0.01%
13,076
-2,330
4227
$1.31M ﹤0.01%
87,770
-701
4228
$1.31M ﹤0.01%
39,501
-34,958
4229
$1.31M ﹤0.01%
110,349
-16,741
4230
$1.3M ﹤0.01%
130,659
-21,952
4231
$1.3M ﹤0.01%
296,088
-162,714
4232
$1.3M ﹤0.01%
46,539
-30,691
4233
$1.3M ﹤0.01%
115,992
+17,879
4234
$1.29M ﹤0.01%
25,040
-8,782
4235
$1.29M ﹤0.01%
84,593
-11,588
4236
$1.29M ﹤0.01%
257,897
-165,423
4237
$1.29M ﹤0.01%
25,742
-31,205
4238
$1.29M ﹤0.01%
30,011
-124,561
4239
$1.29M ﹤0.01%
75,161
-17,118
4240
$1.29M ﹤0.01%
90,699
+35,505
4241
$1.28M ﹤0.01%
1,590,216
+1,014,125
4242
$1.28M ﹤0.01%
36,142
-26,698
4243
$1.28M ﹤0.01%
148,962
-9,026
4244
$1.28M ﹤0.01%
195,282
-12,558
4245
$1.28M ﹤0.01%
76,222
-27,435
4246
$1.27M ﹤0.01%
99,741
+6,783
4247
$1.27M ﹤0.01%
32,336
-2,880
4248
$1.27M ﹤0.01%
+28,234
4249
$1.27M ﹤0.01%
208,904
-64,523
4250
$1.27M ﹤0.01%
111,173
-7,152
168 169
170
171 172