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
5451
$144K ﹤0.01%
10,783
+605
5452
$143K ﹤0.01%
14,416
-38,842
5453
$143K ﹤0.01%
29,434
-5
5454
$143K ﹤0.01%
4,673
-9,673
5455
$142K ﹤0.01%
5,706
+5,606
5456
$141K ﹤0.01%
233
+34
5457
$141K ﹤0.01%
5,785
+700
5458
$140K ﹤0.01%
11,411
+6,554
5459
$140K ﹤0.01%
637
+565
5460
$140K ﹤0.01%
5,946
-28,240
5461
$139K ﹤0.01%
4,636
-1,062
5462
$138K ﹤0.01%
4,729
+1,611
5463
$138K ﹤0.01%
15,692
-5,258
5464
$138K ﹤0.01%
23,607
-52,361
5465
$138K ﹤0.01%
9,708
-2,754
5466
$137K ﹤0.01%
4,770
-400
5467
$136K ﹤0.01%
9,194
-450
5468
$136K ﹤0.01%
1,588
5469
$135K ﹤0.01%
7,837
-2,533
5470
$135K ﹤0.01%
9,637
+8,211
5471
$135K ﹤0.01%
2,265
-8,194
5472
$134K ﹤0.01%
3,690
-287
5473
$134K ﹤0.01%
5,744
+740
5474
$134K ﹤0.01%
13,650
+10,850
5475
$134K ﹤0.01%
17,466
+7,161
217 218
219
220 221