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
4426
$1.01M ﹤0.01%
56,192
-154,180
4427
$1.01M ﹤0.01%
15,335
-270,063
4428
$1.01M ﹤0.01%
31,979
+16,253
4429
$1.01M ﹤0.01%
14,203
+6,301
4430
$1.01M ﹤0.01%
57,042
-109,921
4431
$1.01M ﹤0.01%
78,200
-7,672
4432
$1.01M ﹤0.01%
55,741
-18,778
4433
$1.01M ﹤0.01%
10,903
+6,067
4434
$1.01M ﹤0.01%
110,577
+9,241
4435
$1.01M ﹤0.01%
271
+4
4436
$1M ﹤0.01%
43,878
-8,286
4437
$998K ﹤0.01%
73,625
-6,831
4438
$996K ﹤0.01%
177,794
-69,059
4439
$995K ﹤0.01%
6,020
-6,391
4440
$993K ﹤0.01%
25,700
-32,087
4441
$992K ﹤0.01%
73,788
-278
4442
$992K ﹤0.01%
43,815
-10,570
4443
$990K ﹤0.01%
64,660
-5,414
4444
$990K ﹤0.01%
79,413
-8,123
4445
$990K ﹤0.01%
934,021
-1,616,099
4446
$989K ﹤0.01%
4,694
-638
4447
$988K ﹤0.01%
23,687
-6,337
4448
$988K ﹤0.01%
57,579
-127,208
4449
$986K ﹤0.01%
40,239
+11,136
4450
$986K ﹤0.01%
168,309
-25,369
176 177
178
179 180