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
4851
$540K ﹤0.01%
28,396
-4,859
4852
$540K ﹤0.01%
57,519
-38,132
4853
$539K ﹤0.01%
21,058
-965
4854
$538K ﹤0.01%
30,029
-19,314
4855
$538K ﹤0.01%
19,850
+7,397
4856
$538K ﹤0.01%
32,946
-77,765
4857
$536K ﹤0.01%
31,710
+6,532
4858
$536K ﹤0.01%
6
-6
4859
$535K ﹤0.01%
160,256
+11,998
4860
$534K ﹤0.01%
58,104
-258
4861
$533K ﹤0.01%
26,190
+14,198
4862
$531K ﹤0.01%
34,100
+9,326
4863
$528K ﹤0.01%
101,378
-16,952
4864
$528K ﹤0.01%
89,389
-33,096
4865
$528K ﹤0.01%
153,009
-6,991
4866
$527K ﹤0.01%
18,709
+1,275
4867
$527K ﹤0.01%
1,426
+829
4868
$521K ﹤0.01%
22,092
+6,186
4869
$521K ﹤0.01%
32,392
+2,395
4870
$521K ﹤0.01%
464,697
-551,159
4871
$520K ﹤0.01%
13,002
-7,797
4872
$519K ﹤0.01%
21,936
-9,508
4873
$518K ﹤0.01%
15,913
+2,699
4874
$517K ﹤0.01%
3,080
+141
4875
$516K ﹤0.01%
23,869
-41,069
193 194
195
196 197