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
4901
$496K ﹤0.01%
+26,806
4902
$496K ﹤0.01%
2,657
-128
4903
$496K ﹤0.01%
30,006
-1,032
4904
$496K ﹤0.01%
28,005
-3,926
4905
$495K ﹤0.01%
42,575
+37,545
4906
$493K ﹤0.01%
10,842
+5,150
4907
$492K ﹤0.01%
110
+63
4908
$491K ﹤0.01%
10,473
-2,706
4909
$490K ﹤0.01%
13,328
-5,691
4910
$489K ﹤0.01%
34,460
-1,038
4911
$489K ﹤0.01%
91,030
-21,934
4912
$488K ﹤0.01%
40,822
-15,000
4913
$487K ﹤0.01%
31,621
-132,850
4914
$485K ﹤0.01%
16,002
-84,257
4915
$485K ﹤0.01%
53,658
-7,309
4916
$484K ﹤0.01%
12,812
-1,347
4917
$484K ﹤0.01%
21,469
-3,124
4918
$484K ﹤0.01%
23,715
+23,492
4919
$483K ﹤0.01%
33,852
+2,710
4920
$481K ﹤0.01%
17,517
-7,228
4921
$479K ﹤0.01%
115,259
-64,071
4922
$479K ﹤0.01%
41,989
-1,408
4923
$478K ﹤0.01%
98,473
+34,845
4924
$475K ﹤0.01%
17,381
-7,423
4925
$474K ﹤0.01%
17,926
-5,337
195 196
197
198 199