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
4826
$568K ﹤0.01%
63,244
-30,729
4827
$566K ﹤0.01%
146,543
+54,891
4828
$561K ﹤0.01%
22,965
-1,317
4829
$559K ﹤0.01%
22,417
+1,543
4830
$559K ﹤0.01%
11,346
+545
4831
$559K ﹤0.01%
39,242
-8,631
4832
$558K ﹤0.01%
51,315
-173,048
4833
$557K ﹤0.01%
1,316,400
+237,817
4834
$556K ﹤0.01%
203,752
-37,782
4835
$556K ﹤0.01%
251,890
+31,724
4836
$556K ﹤0.01%
57,177
-79,909
4837
$554K ﹤0.01%
4,656
-794
4838
$552K ﹤0.01%
1,184
-117
4839
$551K ﹤0.01%
15,334
-6,612
4840
$550K ﹤0.01%
27,844
+14,360
4841
$549K ﹤0.01%
70,764
+6,888
4842
$549K ﹤0.01%
18,324
+4,059
4843
$549K ﹤0.01%
24,968
-6,813
4844
$548K ﹤0.01%
13,344
-919
4845
$548K ﹤0.01%
14,733
-655
4846
$548K ﹤0.01%
26,952
-9,305
4847
$547K ﹤0.01%
68,594
-54,317
4848
$545K ﹤0.01%
153,424
+424
4849
$544K ﹤0.01%
26,653
+1,056
4850
$543K ﹤0.01%
28,522
+3,706
192 193
194
195 196