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
4751
$633K ﹤0.01%
49,447
-66,089
4752
$632K ﹤0.01%
101,568
-49,859
4753
$631K ﹤0.01%
25,576
+4,646
4754
$628K ﹤0.01%
57,034
+772
4755
$628K ﹤0.01%
23,616
+4,749
4756
$627K ﹤0.01%
37,178
-22,675
4757
$627K ﹤0.01%
54,261
-7,217
4758
$622K ﹤0.01%
60,270
-17,745
4759
$621K ﹤0.01%
18,083
-17,585
4760
$621K ﹤0.01%
14,702
-10,844
4761
$621K ﹤0.01%
76,961
-61,580
4762
$621K ﹤0.01%
16,847
+345
4763
$621K ﹤0.01%
49,824
+949
4764
$619K ﹤0.01%
27,305
-8,707
4765
$618K ﹤0.01%
136,692
+14,739
4766
$617K ﹤0.01%
26,647
+7,528
4767
$617K ﹤0.01%
906
-243
4768
$615K ﹤0.01%
+1,827
4769
$615K ﹤0.01%
48,745
-6,201
4770
$614K ﹤0.01%
26,736
+7,612
4771
$614K ﹤0.01%
21,705
-3,431
4772
$614K ﹤0.01%
19,653
-1,298
4773
$612K ﹤0.01%
19,444
-5,671
4774
$612K ﹤0.01%
22,459
-1,948
4775
$611K ﹤0.01%
261,025
-436,551
189 190
191
192 193