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
5001
$408K ﹤0.01%
378
+10
5002
$407K ﹤0.01%
13,350
-2,156
5003
$406K ﹤0.01%
19,589
-2,148
5004
$406K ﹤0.01%
23,378
-36,171
5005
$405K ﹤0.01%
10,561
-116,741
5006
$403K ﹤0.01%
54,109
-193,541
5007
$402K ﹤0.01%
16,612
+269
5008
$401K ﹤0.01%
3,817
+427
5009
$401K ﹤0.01%
46,126
-105,705
5010
$400K ﹤0.01%
52,054
-831,134
5011
$400K ﹤0.01%
32,200
+27,908
5012
$399K ﹤0.01%
15,430
+7,390
5013
$398K ﹤0.01%
15,893
+3,357
5014
$398K ﹤0.01%
5,192
-4,155
5015
$397K ﹤0.01%
76,453
-151,701
5016
$395K ﹤0.01%
10,090
-2,810
5017
$394K ﹤0.01%
18,456
+141
5018
$391K ﹤0.01%
15,678
-1,068
5019
$389K ﹤0.01%
11,706
-13,849
5020
$388K ﹤0.01%
13,651
-5,399
5021
$387K ﹤0.01%
64,941
-19,296
5022
$387K ﹤0.01%
27,942
+2,844
5023
$387K ﹤0.01%
15,088
-2,319
5024
$386K ﹤0.01%
5,546
+4,764
5025
$386K ﹤0.01%
22,294
-4,508
199 200
201
202 203