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
5501
$121K ﹤0.01%
9,454
-1,213
5502
$121K ﹤0.01%
14,904
-51,885
5503
$121K ﹤0.01%
51,752
+19,657
5504
$120K ﹤0.01%
4,715
-177
5505
$120K ﹤0.01%
3,095
5506
$120K ﹤0.01%
7,314
-325
5507
$119K ﹤0.01%
3,840
+1,400
5508
$118K ﹤0.01%
12,570
-194,934
5509
$118K ﹤0.01%
2,887
-348
5510
$117K ﹤0.01%
16,508
+13,869
5511
$117K ﹤0.01%
7,480
+3,880
5512
$116K ﹤0.01%
3,584
-179
5513
$116K ﹤0.01%
5,013
+455
5514
$115K ﹤0.01%
1,800
+1,587
5515
$115K ﹤0.01%
5,521
-1,696
5516
$115K ﹤0.01%
8,723
+5,557
5517
$115K ﹤0.01%
11,524
+2,524
5518
$115K ﹤0.01%
2,214
-32,500
5519
$115K ﹤0.01%
2,078
5520
$114K ﹤0.01%
+6,330
5521
$113K ﹤0.01%
6,213
+3,863
5522
$113K ﹤0.01%
9,507
-132,312
5523
$112K ﹤0.01%
8,270
-239,452
5524
$112K ﹤0.01%
2,681
-8,535
5525
$111K ﹤0.01%
19,514
+281
219 220
221
222 223