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
4876
$515K ﹤0.01%
147,490
+31,868
4877
$514K ﹤0.01%
58,540
-9,891
4878
$511K ﹤0.01%
18,985
-40,527
4879
$511K ﹤0.01%
36,482
-10,771
4880
$510K ﹤0.01%
756
+418
4881
$509K ﹤0.01%
45,058
-6,415
4882
$507K ﹤0.01%
228,207
-25
4883
$507K ﹤0.01%
93
+45
4884
$505K ﹤0.01%
14,058
-18,622
4885
$504K ﹤0.01%
63,286
-65,927
4886
$503K ﹤0.01%
19,743
-53,717
4887
$502K ﹤0.01%
23,607
-57,714
4888
$502K ﹤0.01%
11,037
-3,355
4889
$502K ﹤0.01%
9,228
-6,033
4890
$502K ﹤0.01%
46,270
+3,547
4891
$502K ﹤0.01%
18,541
-4,549
4892
$502K ﹤0.01%
15,221
-4,589
4893
$500K ﹤0.01%
36,226
-6,546
4894
$500K ﹤0.01%
77,080
+4,158
4895
$500K ﹤0.01%
42,051
+3,902
4896
$498K ﹤0.01%
256
+236
4897
$498K ﹤0.01%
18,529
-3,497
4898
$498K ﹤0.01%
45,648
+564
4899
$498K ﹤0.01%
76,538
+20,433
4900
$497K ﹤0.01%
37,332
-46,339
194 195
196
197 198