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
4601
$790K ﹤0.01%
25,081
-696
4602
$790K ﹤0.01%
12,064
4603
$784K ﹤0.01%
135,035
-341,913
4604
$783K ﹤0.01%
347
-1,843
4605
$782K ﹤0.01%
18,546
-1,752
4606
$781K ﹤0.01%
58,054
+54,326
4607
$778K ﹤0.01%
180,573
4608
$778K ﹤0.01%
30,764
+85
4609
$778K ﹤0.01%
77,172
-54,656
4610
$777K ﹤0.01%
26,652
-2,994
4611
$777K ﹤0.01%
17,939
+239
4612
$773K ﹤0.01%
15,904
-50,907
4613
$773K ﹤0.01%
11,005
+1,806
4614
$772K ﹤0.01%
66,250
-104,726
4615
$770K ﹤0.01%
29,702
+1,936
4616
$770K ﹤0.01%
103,016
+25,698
4617
$768K ﹤0.01%
63,392
-22,583
4618
$767K ﹤0.01%
54,770
-31,934
4619
$767K ﹤0.01%
22,668
-59,362
4620
$767K ﹤0.01%
51,466
-8,000
4621
$765K ﹤0.01%
48,360
-3,735
4622
$765K ﹤0.01%
85,138
-17,351
4623
$764K ﹤0.01%
67,260
-2,709
4624
$762K ﹤0.01%
31,762
-8,879
4625
$761K ﹤0.01%
76,115
-21,952
183 184
185
186 187