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
4276
$1.24M ﹤0.01%
117,758
+7,521
4277
$1.24M ﹤0.01%
30,496
-35,208
4278
$1.23M ﹤0.01%
27,679
+20,321
4279
$1.23M ﹤0.01%
1,486
+945
4280
$1.23M ﹤0.01%
89,351
-1,497
4281
$1.23M ﹤0.01%
52,235
-125,335
4282
$1.22M ﹤0.01%
49,351
-1,655
4283
$1.22M ﹤0.01%
192,929
+740
4284
$1.22M ﹤0.01%
36,966
-5,417
4285
$1.22M ﹤0.01%
2,113
-2,122
4286
$1.22M ﹤0.01%
72,944
+10,706
4287
$1.21M ﹤0.01%
69,507
-18,745
4288
$1.21M ﹤0.01%
45,407
-1,495
4289
$1.21M ﹤0.01%
14,877
+5,967
4290
$1.21M ﹤0.01%
95,836
-54,671
4291
$1.21M ﹤0.01%
42,872
-15,460
4292
$1.21M ﹤0.01%
25,815
+9,338
4293
$1.21M ﹤0.01%
3,515
-1,169
4294
$1.21M ﹤0.01%
45,941
-35,935
4295
$1.2M ﹤0.01%
83,507
+12,012
4296
$1.2M ﹤0.01%
23,554
-10,814
4297
$1.2M ﹤0.01%
101,514
-66,404
4298
$1.2M ﹤0.01%
60,755
+3,175
4299
$1.2M ﹤0.01%
32,614
-121,810
4300
$1.2M ﹤0.01%
20,954
+8,370
170 171
172
173 174