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
4551
$864K ﹤0.01%
4,759
+305
4552
$864K ﹤0.01%
42,853
-15,974
4553
$863K ﹤0.01%
42,893
-14,394
4554
$860K ﹤0.01%
99,246
-33,590
4555
$858K ﹤0.01%
122,378
-8,284
4556
$857K ﹤0.01%
114,449
+47,793
4557
$857K ﹤0.01%
+21,955
4558
$856K ﹤0.01%
85,635
+47,676
4559
$855K ﹤0.01%
45,896
-147,655
4560
$854K ﹤0.01%
29,628
-19,335
4561
$854K ﹤0.01%
551,300
+8,400
4562
$853K ﹤0.01%
51,017
+5,594
4563
$851K ﹤0.01%
22,686
-1,293
4564
$848K ﹤0.01%
67,607
-44,237
4565
$843K ﹤0.01%
65,536
-1,965
4566
$843K ﹤0.01%
42,902
-14,183
4567
$843K ﹤0.01%
13,030
+1,307
4568
$843K ﹤0.01%
295,924
-210,969
4569
$838K ﹤0.01%
21,494
+1,143
4570
$836K ﹤0.01%
32,213
-2,677
4571
$836K ﹤0.01%
100,060
+30,138
4572
$833K ﹤0.01%
31,216
+6,753
4573
$831K ﹤0.01%
19,928
-6,089
4574
$830K ﹤0.01%
142,780
-49,752
4575
$829K ﹤0.01%
17,503
-11,820
181 182
183
184 185