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
5326
$206K ﹤0.01%
53,344
+6,362
5327
$206K ﹤0.01%
64,286
-58,133
5328
$205K ﹤0.01%
3,337
-343
5329
$204K ﹤0.01%
23,792
-7,177
5330
$202K ﹤0.01%
14,115
-5,850
5331
$202K ﹤0.01%
12,050
-43,600
5332
$202K ﹤0.01%
4,524
-11,694
5333
$201K ﹤0.01%
2,330
+399
5334
$201K ﹤0.01%
26,175
-3,051
5335
$200K ﹤0.01%
23,293
-4,677
5336
$200K ﹤0.01%
4,056
-2,356
5337
$198K ﹤0.01%
14,744
-201
5338
$197K ﹤0.01%
53,283
+399
5339
$197K ﹤0.01%
67,550
+813
5340
$196K ﹤0.01%
23,988
-2,317
5341
$196K ﹤0.01%
22,374
-38,793
5342
$196K ﹤0.01%
183,628
-16,093
5343
$195K ﹤0.01%
1,014
+983
5344
$195K ﹤0.01%
21,086
-9,100
5345
$194K ﹤0.01%
18,500
+678
5346
$193K ﹤0.01%
1,836
+934
5347
$192K ﹤0.01%
11,423
-15,644
5348
$192K ﹤0.01%
1,205
+88
5349
$191K ﹤0.01%
3,514
-251
5350
$191K ﹤0.01%
10,510
-906
212 213
214
215 216