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
5476
$134K ﹤0.01%
13,303
-35,499
5477
$134K ﹤0.01%
6,500
5478
$133K ﹤0.01%
9,736
-555
5479
$133K ﹤0.01%
4,168
-876
5480
$133K ﹤0.01%
5,996
-1,300
5481
$132K ﹤0.01%
6,916
+195
5482
$132K ﹤0.01%
1,629
-92
5483
$131K ﹤0.01%
23,279
-3,696
5484
$130K ﹤0.01%
837
-971
5485
$128K ﹤0.01%
+2,666
5486
$128K ﹤0.01%
1,433
-11,787
5487
$127K ﹤0.01%
353
-594
5488
$127K ﹤0.01%
37,486
-1,664
5489
$127K ﹤0.01%
12,485
+1,828
5490
$126K ﹤0.01%
4,208
+361
5491
$126K ﹤0.01%
17,513
-3,364
5492
$126K ﹤0.01%
9,585
-460
5493
$126K ﹤0.01%
55,426
-5,801
5494
$125K ﹤0.01%
+19,264
5495
$125K ﹤0.01%
184,100
+7,100
5496
$124K ﹤0.01%
3,863
+970
5497
$123K ﹤0.01%
16,648
+417
5498
$123K ﹤0.01%
14,403
+11,099
5499
$123K ﹤0.01%
+4,211
5500
$122K ﹤0.01%
327
-824
218 219
220
221 222