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
5151
$302K ﹤0.01%
575
+556
5152
$301K ﹤0.01%
11,491
-763
5153
$301K ﹤0.01%
19,035
-20,265
5154
$301K ﹤0.01%
17,581
+1,481
5155
$300K ﹤0.01%
+15,564
5156
$300K ﹤0.01%
35,683
-3,227
5157
$299K ﹤0.01%
391
-208
5158
$298K ﹤0.01%
78,656
-22,151
5159
$297K ﹤0.01%
28,272
-36,599
5160
$296K ﹤0.01%
10,289
-2,870
5161
$296K ﹤0.01%
43,380
+4,300
5162
$296K ﹤0.01%
15,888
-527
5163
$296K ﹤0.01%
6,975
-8,025
5164
$295K ﹤0.01%
29,044
+485
5165
$294K ﹤0.01%
4,423
+3,677
5166
$294K ﹤0.01%
83,831
+31,563
5167
$293K ﹤0.01%
51,767
+23,105
5168
$293K ﹤0.01%
9,568
-2,804
5169
$292K ﹤0.01%
12,782
-2,725
5170
$290K ﹤0.01%
1,920
-1,206
5171
$290K ﹤0.01%
36,389
-293
5172
$289K ﹤0.01%
20,089
-993
5173
$287K ﹤0.01%
20,482
-2,024
5174
$287K ﹤0.01%
56,726
-16,006
5175
$287K ﹤0.01%
15,975
-14,169
205 206
207
208 209