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
5251
$238K ﹤0.01%
10,742
-45,706
5252
$237K ﹤0.01%
23,489
-14,027
5253
$237K ﹤0.01%
4,902
5254
$237K ﹤0.01%
7,901
-3,096
5255
$236K ﹤0.01%
7,846
+3,221
5256
$236K ﹤0.01%
2,984
-75,470
5257
$236K ﹤0.01%
128,917
+12,010
5258
$235K ﹤0.01%
10,296
-1,380
5259
$235K ﹤0.01%
13,386
+12,663
5260
$235K ﹤0.01%
14,074
-4,388
5261
$235K ﹤0.01%
12,107
-2,486
5262
$234K ﹤0.01%
25,437
-377
5263
$233K ﹤0.01%
22,637
-23,043
5264
$233K ﹤0.01%
15,113
-1,031,358
5265
$232K ﹤0.01%
10,557
-3,729
5266
$232K ﹤0.01%
5,523
+3,948
5267
$231K ﹤0.01%
19,401
-16,197
5268
$231K ﹤0.01%
6,303
-398
5269
$231K ﹤0.01%
30,957
-12,876
5270
$231K ﹤0.01%
39,169
-9,184
5271
$231K ﹤0.01%
13,956
-1,829
5272
$230K ﹤0.01%
26
+23
5273
$230K ﹤0.01%
55,904
-87,295
5274
$229K ﹤0.01%
197
-477
5275
$228K ﹤0.01%
21,771
209 210
211
212 213