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
4401
$1.05M ﹤0.01%
23,755
+23,570
4402
$1.04M ﹤0.01%
80,158
+11
4403
$1.04M ﹤0.01%
89,322
-1,361,617
4404
$1.04M ﹤0.01%
184,333
-15,208
4405
$1.04M ﹤0.01%
31,048
+11,664
4406
$1.04M ﹤0.01%
69,942
+8,013
4407
$1.03M ﹤0.01%
55,486
+9,835
4408
$1.03M ﹤0.01%
33,032
-16,976
4409
$1.03M ﹤0.01%
39,264
-20,433
4410
$1.03M ﹤0.01%
1,069,266
-103,805
4411
$1.03M ﹤0.01%
18,107
+6,191
4412
$1.03M ﹤0.01%
65,698
-612
4413
$1.03M ﹤0.01%
1,602
-83
4414
$1.03M ﹤0.01%
45,896
-10,140
4415
$1.03M ﹤0.01%
31,545
+3,308
4416
$1.02M ﹤0.01%
36,287
-8,453
4417
$1.02M ﹤0.01%
103,509
-119,769
4418
$1.02M ﹤0.01%
5,093
-1,898
4419
$1.02M ﹤0.01%
164,760
-39,515
4420
$1.02M ﹤0.01%
89,947
+60,147
4421
$1.02M ﹤0.01%
47,879
+16,577
4422
$1.02M ﹤0.01%
30,077
+8,297
4423
$1.02M ﹤0.01%
16,884
+5,429
4424
$1.02M ﹤0.01%
26,037
-24,683
4425
$1.01M ﹤0.01%
93,899
-11,931
175 176
177
178 179