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
4976
$426K ﹤0.01%
299,994
+46,582
4977
$424K ﹤0.01%
47,965
-4,858
4978
$424K ﹤0.01%
14,812
-26,644
4979
$424K ﹤0.01%
1,420
+260
4980
$424K ﹤0.01%
33,735
+1,997
4981
$422K ﹤0.01%
23,628
+15,313
4982
$422K ﹤0.01%
32,054
-2,763
4983
$422K ﹤0.01%
622
-10,852
4984
$421K ﹤0.01%
20,930
+1,191
4985
$420K ﹤0.01%
17,486
-410
4986
$420K ﹤0.01%
14,375
+1,948
4987
$420K ﹤0.01%
310,359
+117,615
4988
$419K ﹤0.01%
37,555
-9,620
4989
$419K ﹤0.01%
22,471
-5,252
4990
$418K ﹤0.01%
67,317
+19,137
4991
$415K ﹤0.01%
18,866
+4,014
4992
$415K ﹤0.01%
5,189
-5,905
4993
$413K ﹤0.01%
14,850
+326
4994
$412K ﹤0.01%
7,002
-867
4995
$410K ﹤0.01%
89,668
-7,228
4996
$410K ﹤0.01%
25,174
-2,323
4997
$410K ﹤0.01%
18,448
-5,851
4998
$410K ﹤0.01%
1,358
-1,000
4999
$408K ﹤0.01%
31,006
-4,349
5000
$408K ﹤0.01%
21,469
+235
198 199
200
201 202