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
4326
$1.16M ﹤0.01%
211,315
-29,711
4327
$1.16M ﹤0.01%
16,809
-9,603
4328
$1.16M ﹤0.01%
177,655
-53,814
4329
$1.15M ﹤0.01%
108,743
-157,483
4330
$1.15M ﹤0.01%
33,353
-4,659
4331
$1.15M ﹤0.01%
78,946
-2,120
4332
$1.15M ﹤0.01%
77,902
+2,414
4333
$1.14M ﹤0.01%
69,477
+1,400
4334
$1.14M ﹤0.01%
65,619
-9,818
4335
$1.14M ﹤0.01%
15,766
-1,477
4336
$1.14M ﹤0.01%
494,891
-133,216
4337
$1.14M ﹤0.01%
71,674
-151,338
4338
$1.14M ﹤0.01%
159,023
-3,484
4339
$1.14M ﹤0.01%
90,881
+5,832
4340
$1.13M ﹤0.01%
26,755
+1,159
4341
$1.12M ﹤0.01%
109,714
-81,182
4342
$1.12M ﹤0.01%
47,652
-2,107
4343
$1.12M ﹤0.01%
96,786
-19,811
4344
$1.12M ﹤0.01%
24,568
+16,661
4345
$1.12M ﹤0.01%
82,392
-60,136
4346
$1.12M ﹤0.01%
11,698
-7,833
4347
$1.12M ﹤0.01%
124,407
-93,662
4348
$1.11M ﹤0.01%
33,494
+4,213
4349
$1.11M ﹤0.01%
34,699
-10,904
4350
$1.11M ﹤0.01%
131,025
+86,952
172 173
174
175 176