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
5051
$366K ﹤0.01%
17,036
+3,989
5052
$364K ﹤0.01%
38,874
+3,190
5053
$363K ﹤0.01%
114,950
-17,317
5054
$363K ﹤0.01%
22,763
+3,772
5055
$363K ﹤0.01%
105,249
+32,672
5056
$362K ﹤0.01%
84,295
-22,211
5057
$362K ﹤0.01%
32,108
+32,105
5058
$362K ﹤0.01%
130,000
-91,100
5059
$361K ﹤0.01%
12,402
-3,802
5060
$361K ﹤0.01%
16,773
-3,516
5061
$360K ﹤0.01%
5,227
-499
5062
$360K ﹤0.01%
21,465
+3,793
5063
$359K ﹤0.01%
45,809
-372
5064
$359K ﹤0.01%
10,455
-5,273
5065
$358K ﹤0.01%
24,791
+3,079
5066
$358K ﹤0.01%
1,298
-171
5067
$357K ﹤0.01%
10,329
-6,586
5068
$357K ﹤0.01%
28,633
+1,433
5069
$355K ﹤0.01%
28,458
-149
5070
$355K ﹤0.01%
+30,496
5071
$353K ﹤0.01%
25,691
+712
5072
$353K ﹤0.01%
+12,336
5073
$353K ﹤0.01%
16,246
-22,971
5074
$353K ﹤0.01%
22,106
+728
5075
$352K ﹤0.01%
36,491
+1,429
201 202
203
204 205