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
4726
$654K ﹤0.01%
13,030
-55,011
4727
$652K ﹤0.01%
54,390
+4,126
4728
$652K ﹤0.01%
5,926
-544
4729
$651K ﹤0.01%
14,975
-1,849
4730
$651K ﹤0.01%
20,015
-1,166
4731
$650K ﹤0.01%
31,893
-5,016
4732
$649K ﹤0.01%
268,615
+248,339
4733
$649K ﹤0.01%
102,165
+28,776
4734
$649K ﹤0.01%
13,982
-3,917
4735
$648K ﹤0.01%
34,124
+27,212
4736
$648K ﹤0.01%
91,977
-80,327
4737
$648K ﹤0.01%
2,093
+776
4738
$647K ﹤0.01%
29,869
-2,012
4739
$646K ﹤0.01%
26,379
-5,160
4740
$645K ﹤0.01%
3,303
+2,641
4741
$645K ﹤0.01%
41,347
-5,666
4742
$644K ﹤0.01%
49,034
-12,210
4743
$643K ﹤0.01%
23,638
-171
4744
$643K ﹤0.01%
22,190
+21,236
4745
$643K ﹤0.01%
51,802
+22,019
4746
$643K ﹤0.01%
279,395
-27,332
4747
$640K ﹤0.01%
7,921
-77,565
4748
$640K ﹤0.01%
80,687
-180,734
4749
$639K ﹤0.01%
14,664
+1,650
4750
$637K ﹤0.01%
10,943
+5,730
188 189
190
191 192