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
4701
$681K ﹤0.01%
117,462
+36,714
4702
$681K ﹤0.01%
1,093
+974
4703
$680K ﹤0.01%
60,225
-19,261
4704
$678K ﹤0.01%
40,008
+11,400
4705
$677K ﹤0.01%
955
+765
4706
$677K ﹤0.01%
66,179
+13,450
4707
$675K ﹤0.01%
2,799
-689
4708
$672K ﹤0.01%
51,346
-2,478
4709
$671K ﹤0.01%
70,289
-107,742
4710
$670K ﹤0.01%
27,818
-6,889
4711
$670K ﹤0.01%
37,823
-990
4712
$670K ﹤0.01%
300,330
-109,356
4713
$669K ﹤0.01%
25,035
-1,172
4714
$668K ﹤0.01%
8
4715
$667K ﹤0.01%
48,143
-16,410
4716
$667K ﹤0.01%
444,878
-431,173
4717
$666K ﹤0.01%
14,301
-10,073
4718
$663K ﹤0.01%
24,318
+1,763
4719
$662K ﹤0.01%
49,209
-15,902
4720
$661K ﹤0.01%
34,282
-8,314
4721
$658K ﹤0.01%
60,411
-193,251
4722
$657K ﹤0.01%
76,923
-10,281
4723
$656K ﹤0.01%
3,766
+1,275
4724
$655K ﹤0.01%
37,985
-8,007
4725
$655K ﹤0.01%
36,672
-9,891
187 188
189
190 191