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
5126
$320K ﹤0.01%
17,026
-21,031
5127
$318K ﹤0.01%
114,697
-51,029
5128
$317K ﹤0.01%
+21,376
5129
$317K ﹤0.01%
13,436
-1,360
5130
$317K ﹤0.01%
48,753
-70,772
5131
$317K ﹤0.01%
26,948
+19,194
5132
$315K ﹤0.01%
5,938
-312
5133
$314K ﹤0.01%
13,098
-5,576
5134
$314K ﹤0.01%
5,000
5135
$313K ﹤0.01%
97,937
-45,309
5136
$313K ﹤0.01%
9,632
+2,385
5137
$312K ﹤0.01%
89
-68
5138
$311K ﹤0.01%
25,513
+5,160
5139
$311K ﹤0.01%
19,988
-4,461
5140
$308K ﹤0.01%
11,569
-14,256
5141
$308K ﹤0.01%
13,571
+3,948
5142
$307K ﹤0.01%
14,048
-19,961
5143
$307K ﹤0.01%
5,000
5144
$306K ﹤0.01%
36,654
-26,221
5145
$306K ﹤0.01%
5,417
-830
5146
$305K ﹤0.01%
20,493
-476,299
5147
$305K ﹤0.01%
17,710
5148
$304K ﹤0.01%
9,788
-14,011
5149
$303K ﹤0.01%
32,282
-2,025
5150
$303K ﹤0.01%
8,776
+1,825
204 205
206
207 208