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
4801
$587K ﹤0.01%
111,788
+25,153
4802
$587K ﹤0.01%
5,260
+1,640
4803
$584K ﹤0.01%
39,867
-19,938
4804
$584K ﹤0.01%
22,363
4805
$583K ﹤0.01%
85,111
+3,011
4806
$583K ﹤0.01%
58,293
+7,199
4807
$583K ﹤0.01%
13,843
-4,982
4808
$582K ﹤0.01%
180,760
+8,000
4809
$582K ﹤0.01%
41,748
-7,460
4810
$581K ﹤0.01%
22,758
+1,037
4811
$581K ﹤0.01%
28,754
-6,209
4812
$580K ﹤0.01%
197,757
+7,700
4813
$580K ﹤0.01%
17,085
-3,825
4814
$580K ﹤0.01%
58,325
+865
4815
$579K ﹤0.01%
32,220
+1,032
4816
$577K ﹤0.01%
29,265
+264
4817
$576K ﹤0.01%
68,819
-5,853
4818
$575K ﹤0.01%
61,600
-15,806
4819
$573K ﹤0.01%
50,787
-27,373
4820
$573K ﹤0.01%
14,804
-2,680
4821
$570K ﹤0.01%
107,257
+3,169
4822
$569K ﹤0.01%
31,220
-1,692
4823
$569K ﹤0.01%
18,610
+17,910
4824
$569K ﹤0.01%
45,744
-5,534
4825
$568K ﹤0.01%
20,679
+2,603
191 192
193
194 195