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
4576
$825K ﹤0.01%
70,504
-18,027
4577
$824K ﹤0.01%
21,136
-3,735
4578
$823K ﹤0.01%
19,398
+5,063
4579
$823K ﹤0.01%
85,676
+4,456
4580
$822K ﹤0.01%
571
-158
4581
$818K ﹤0.01%
43,165
+8,508
4582
$818K ﹤0.01%
21,230
-27,321
4583
$816K ﹤0.01%
23,717
-3,050
4584
$814K ﹤0.01%
22,433
-77,812
4585
$814K ﹤0.01%
35,425
-8,777
4586
$814K ﹤0.01%
34,744
-10,115
4587
$813K ﹤0.01%
110,701
-89,038
4588
$807K ﹤0.01%
+34,157
4589
$806K ﹤0.01%
66,080
+18,629
4590
$806K ﹤0.01%
24,750
+1,894
4591
$801K ﹤0.01%
34,312
-42,625
4592
$801K ﹤0.01%
22,085
-5,727
4593
$798K ﹤0.01%
453,658
+23,962
4594
$798K ﹤0.01%
33,521
+1,210
4595
$797K ﹤0.01%
+38,232
4596
$797K ﹤0.01%
5,568
+805
4597
$795K ﹤0.01%
43,067
-339
4598
$794K ﹤0.01%
23,434
-6,448
4599
$793K ﹤0.01%
176,265
-286,008
4600
$792K ﹤0.01%
68,366
-674
182 183
184
185 186