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
5401
$165K ﹤0.01%
1,600
+521
5402
$164K ﹤0.01%
9,334
-2,976
5403
$164K ﹤0.01%
+7,227
5404
$164K ﹤0.01%
23,063
-36,612
5405
$164K ﹤0.01%
2,150
+100
5406
$163K ﹤0.01%
7,096
+6,796
5407
$163K ﹤0.01%
19,040
-44,081
5408
$163K ﹤0.01%
2,126
+629
5409
$163K ﹤0.01%
15,088
5410
$163K ﹤0.01%
5,868
-1,197
5411
$162K ﹤0.01%
1,717
-219
5412
$162K ﹤0.01%
12,596
-2,000
5413
$162K ﹤0.01%
9,601
-23,385
5414
$160K ﹤0.01%
900
5415
$159K ﹤0.01%
20,361
-27,636
5416
$158K ﹤0.01%
79,169
-791
5417
$158K ﹤0.01%
7,817
+659
5418
$156K ﹤0.01%
5,672
-2,273
5419
$156K ﹤0.01%
13,875
+1,708
5420
$156K ﹤0.01%
+15,557
5421
$155K ﹤0.01%
2,369
+1,029
5422
$155K ﹤0.01%
2,730
+2,057
5423
$155K ﹤0.01%
9,400
+6,368
5424
$155K ﹤0.01%
12,020
-8,912
5425
$155K ﹤0.01%
82,914
-4,726
215 216
217
218 219