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
4626
$760K ﹤0.01%
30,742
+2,178
4627
$760K ﹤0.01%
69,170
-1,731
4628
$759K ﹤0.01%
77,092
-67,948
4629
$757K ﹤0.01%
121,505
-357
4630
$756K ﹤0.01%
52,526
-216,642
4631
$753K ﹤0.01%
13,651
+6,572
4632
$752K ﹤0.01%
7,487
-922
4633
$751K ﹤0.01%
62,266
-89,078
4634
$751K ﹤0.01%
65,702
+11,574
4635
$750K ﹤0.01%
128
4636
$750K ﹤0.01%
32,421
+4,874
4637
$749K ﹤0.01%
202,465
+349
4638
$749K ﹤0.01%
25,186
-2,840
4639
$746K ﹤0.01%
25,855
-17,358
4640
$745K ﹤0.01%
62,565
-57,152
4641
$743K ﹤0.01%
62,377
+40,257
4642
$742K ﹤0.01%
180,071
-47,650
4643
$739K ﹤0.01%
21,011
+2,700
4644
$738K ﹤0.01%
52,755
-27,156
4645
$738K ﹤0.01%
92,985
+3,277
4646
$737K ﹤0.01%
28,075
+1,347
4647
$737K ﹤0.01%
557
+302
4648
$737K ﹤0.01%
52,619
-4,208
4649
$735K ﹤0.01%
15,561
-2,586
4650
$730K ﹤0.01%
32,558
+534
184 185
186
187 188