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
4926
$474K ﹤0.01%
1,938
+276
4927
$472K ﹤0.01%
10,823
-532
4928
$470K ﹤0.01%
36,846
-158
4929
$470K ﹤0.01%
516
+152
4930
$470K ﹤0.01%
26,012
-5,741
4931
$469K ﹤0.01%
228,154
-48,933
4932
$468K ﹤0.01%
12,136
+480
4933
$468K ﹤0.01%
708,159
+26,770
4934
$467K ﹤0.01%
33,767
-1,344
4935
$466K ﹤0.01%
16,364
-11,884
4936
$465K ﹤0.01%
43,699
-13,429
4937
$465K ﹤0.01%
26,531
-10,390
4938
$464K ﹤0.01%
65,336
+41,916
4939
$463K ﹤0.01%
38,423
-18,387
4940
$462K ﹤0.01%
24,549
-5,521
4941
$461K ﹤0.01%
24,949
-4,124
4942
$459K ﹤0.01%
15,171
+11,884
4943
$458K ﹤0.01%
500
+51
4944
$454K ﹤0.01%
18,849
-6,504
4945
$454K ﹤0.01%
16,971
-1,924
4946
$454K ﹤0.01%
167,634
-2,020,651
4947
$454K ﹤0.01%
31,647
+468
4948
$453K ﹤0.01%
41,580
-1,511
4949
$450K ﹤0.01%
34,354
-9,936
4950
$450K ﹤0.01%
6,518
+305
196 197
198
199 200