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
5176
$287K ﹤0.01%
24,249
-38,129
5177
$285K ﹤0.01%
7,401
+3,584
5178
$285K ﹤0.01%
1,193
-419
5179
$285K ﹤0.01%
25,718
-6,241
5180
$285K ﹤0.01%
47,849
+5,342
5181
$285K ﹤0.01%
25,573
-13,857
5182
$285K ﹤0.01%
5,801
-527
5183
$284K ﹤0.01%
117,273
-36,071
5184
$284K ﹤0.01%
32,770
-5,557
5185
$283K ﹤0.01%
22,049
-1,846
5186
$283K ﹤0.01%
12,329
-210,903
5187
$283K ﹤0.01%
22,983
-4,145
5188
$282K ﹤0.01%
12,539
-3,249
5189
$282K ﹤0.01%
3,367
-322
5190
$281K ﹤0.01%
18,264
-8,180
5191
$279K ﹤0.01%
24,020
-2,349
5192
$279K ﹤0.01%
38,195
-6,455
5193
$279K ﹤0.01%
10,799
+300
5194
$278K ﹤0.01%
7,143
-1,391
5195
$278K ﹤0.01%
20,169
-198
5196
$276K ﹤0.01%
54,103
-345,502
5197
$276K ﹤0.01%
16,742
+801
5198
$275K ﹤0.01%
6,032
-249,501
5199
$274K ﹤0.01%
19,537
-6,035
5200
$274K ﹤0.01%
14,396
-4,584
206 207
208
209 210