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
4351
$1.11M ﹤0.01%
36,693
+2,892
4352
$1.11M ﹤0.01%
57,555
+7,420
4353
$1.11M ﹤0.01%
35,778
+4,808
4354
$1.11M ﹤0.01%
23,456
-575
4355
$1.11M ﹤0.01%
949
+146
4356
$1.11M ﹤0.01%
93,170
-73,354
4357
$1.11M ﹤0.01%
41,594
-7,160
4358
$1.11M ﹤0.01%
117,693
-7,681
4359
$1.11M ﹤0.01%
73,494
-164,890
4360
$1.11M ﹤0.01%
88,135
-662
4361
$1.1M ﹤0.01%
24,414
-6,944
4362
$1.1M ﹤0.01%
53,972
+6,631
4363
$1.09M ﹤0.01%
17,906
-2,604
4364
$1.09M ﹤0.01%
92,213
-7,319
4365
$1.09M ﹤0.01%
18,760
+4,246
4366
$1.09M ﹤0.01%
223,092
-165,359
4367
$1.09M ﹤0.01%
173
-42
4368
$1.09M ﹤0.01%
145,813
-5,401
4369
$1.09M ﹤0.01%
18,174
-1,548
4370
$1.08M ﹤0.01%
52,660
+1,118
4371
$1.08M ﹤0.01%
57,901
+765
4372
$1.08M ﹤0.01%
43,652
-800
4373
$1.08M ﹤0.01%
86,744
+45,761
4374
$1.08M ﹤0.01%
50,210
-2,340
4375
$1.08M ﹤0.01%
6,502
+2,072
173 174
175
176 177