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
4451
$985K ﹤0.01%
32,227
+9,253
4452
$984K ﹤0.01%
42,138
+1,770
4453
$984K ﹤0.01%
31,156
+28,955
4454
$981K ﹤0.01%
+100,660
4455
$981K ﹤0.01%
7,258
-990
4456
$979K ﹤0.01%
27,433
-350
4457
$977K ﹤0.01%
20,705
+4,879
4458
$977K ﹤0.01%
65,385
-26,781
4459
$974K ﹤0.01%
130,609
+3,698
4460
$974K ﹤0.01%
244,309
+54,006
4461
$973K ﹤0.01%
200,646
-38,522
4462
$971K ﹤0.01%
93,536
+10,792
4463
$969K ﹤0.01%
95,390
-4,334
4464
$969K ﹤0.01%
162,567
-47,881
4465
$967K ﹤0.01%
26,027
+595
4466
$966K ﹤0.01%
14,348
+605
4467
$965K ﹤0.01%
48,188
-23,097
4468
$965K ﹤0.01%
41,938
+21,456
4469
$963K ﹤0.01%
55,014
-25,197
4470
$962K ﹤0.01%
61,235
-15,222
4471
$957K ﹤0.01%
22,789
-8,712
4472
$953K ﹤0.01%
68,858
+7,659
4473
$952K ﹤0.01%
88,386
+27,644
4474
$950K ﹤0.01%
88,965
-58,240
4475
$948K ﹤0.01%
8,952
-3,605
177 178
179
180 181