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
5201
$273K ﹤0.01%
3,386
-1,316
5202
$272K ﹤0.01%
91,796
-10,526
5203
$271K ﹤0.01%
16,613
+1,770
5204
$271K ﹤0.01%
7,252
-10,868
5205
$269K ﹤0.01%
22,387
+21,476
5206
$269K ﹤0.01%
14,166
+469
5207
$269K ﹤0.01%
11,441
+3,359
5208
$269K ﹤0.01%
7,230
-642
5209
$268K ﹤0.01%
42,124
+7,596
5210
$267K ﹤0.01%
17,786
-993
5211
$267K ﹤0.01%
44,964
-47,325
5212
$265K ﹤0.01%
22,672
+12
5213
$264K ﹤0.01%
21,282
-1,683
5214
$264K ﹤0.01%
25,682
-23,836
5215
$263K ﹤0.01%
10,575
-7,391
5216
$263K ﹤0.01%
19,744
-13
5217
$263K ﹤0.01%
798
-362
5218
$262K ﹤0.01%
16,080
-4,156
5219
$259K ﹤0.01%
17,721
-2,726
5220
$259K ﹤0.01%
16,981
+9,212
5221
$259K ﹤0.01%
16,956
-52
5222
$258K ﹤0.01%
27,700
+633
5223
$258K ﹤0.01%
2,028
+1,788
5224
$257K ﹤0.01%
6,392
-478
5225
$255K ﹤0.01%
52,424
-13,683
207 208
209
210 211