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
4301
$1.2M ﹤0.01%
28,061
+7,607
4302
$1.19M ﹤0.01%
41,018
-15,803
4303
$1.19M ﹤0.01%
41,402
+10,813
4304
$1.19M ﹤0.01%
71,969
+9,229
4305
$1.19M ﹤0.01%
78,015
-20,857
4306
$1.19M ﹤0.01%
39,622
+1,720
4307
$1.19M ﹤0.01%
239,217
+2,496
4308
$1.18M ﹤0.01%
646,513
+80,424
4309
$1.18M ﹤0.01%
92,577
-138
4310
$1.18M ﹤0.01%
250,169
+466
4311
$1.18M ﹤0.01%
352,259
-3,299,274
4312
$1.18M ﹤0.01%
21,396
+20,344
4313
$1.18M ﹤0.01%
1
4314
$1.18M ﹤0.01%
116,879
-209,290
4315
$1.18M ﹤0.01%
40,632
+37,948
4316
$1.17M ﹤0.01%
63,606
-58,617
4317
$1.17M ﹤0.01%
390,630
+291,186
4318
$1.17M ﹤0.01%
58,093
-32,110
4319
$1.17M ﹤0.01%
94,870
-9,511
4320
$1.16M ﹤0.01%
127,906
+935
4321
$1.16M ﹤0.01%
41,105
-26,526
4322
$1.16M ﹤0.01%
34,193
+1,075
4323
$1.16M ﹤0.01%
23,280
-1,097
4324
$1.16M ﹤0.01%
38,372
-150,940
4325
$1.16M ﹤0.01%
131,928
-32,742
171 172
173
174 175