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
4776
$610K ﹤0.01%
46,814
+9,359
4777
$609K ﹤0.01%
40,360
+35,112
4778
$607K ﹤0.01%
14,415
-3,927
4779
$604K ﹤0.01%
4,418
+1,731
4780
$600K ﹤0.01%
2,461
+1,572
4781
$600K ﹤0.01%
12,444
+1,494
4782
$598K ﹤0.01%
35,237
+8,556
4783
$594K ﹤0.01%
33,176
+17,111
4784
$593K ﹤0.01%
32,734
-55,823
4785
$592K ﹤0.01%
123,938
-8,122
4786
$591K ﹤0.01%
15,670
-4,166
4787
$591K ﹤0.01%
36,743
-25,393
4788
$591K ﹤0.01%
101,131
+15,827
4789
$591K ﹤0.01%
20,890
-2,844
4790
$591K ﹤0.01%
14,768
-8,199
4791
$591K ﹤0.01%
71,343
+58,528
4792
$591K ﹤0.01%
8,730
-1,635
4793
$590K ﹤0.01%
8,996
+250
4794
$590K ﹤0.01%
85,953
-34,823
4795
$589K ﹤0.01%
4,193
+55
4796
$589K ﹤0.01%
41,347
+9,027
4797
$588K ﹤0.01%
27,110
-2,286
4798
$588K ﹤0.01%
1,428
-464
4799
$588K ﹤0.01%
25,342
-1,546
4800
$587K ﹤0.01%
29,968
+1,710
190 191
192
193 194