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
5551
$101K ﹤0.01%
53,427
-132,455
5552
$101K ﹤0.01%
22,285
-134,787
5553
$101K ﹤0.01%
2,188
-1,035
5554
$101K ﹤0.01%
2,356
+728
5555
$101K ﹤0.01%
298
-94
5556
$101K ﹤0.01%
220,300
+15,000
5557
$101K ﹤0.01%
24,980
+2,955
5558
$100K ﹤0.01%
+6,557
5559
$100K ﹤0.01%
35,181
-19,256
5560
$99K ﹤0.01%
6,477
-16
5561
$99K ﹤0.01%
+26,857
5562
$99K ﹤0.01%
570
-1,172
5563
$98K ﹤0.01%
11,732
+500
5564
$98K ﹤0.01%
5,081
-174
5565
$98K ﹤0.01%
3,604
-1,124
5566
$98K ﹤0.01%
3,207
+3,191
5567
$98K ﹤0.01%
+921
5568
$97K ﹤0.01%
34,142
-2,400
5569
$96K ﹤0.01%
17,700
+2,819
5570
$95K ﹤0.01%
2,280
-1,605
5571
$95K ﹤0.01%
54,375
+500
5572
$95K ﹤0.01%
3,819
-889
5573
$95K ﹤0.01%
12,509
-887
5574
$94K ﹤0.01%
5,366
+4,170
5575
$94K ﹤0.01%
15,721
-2,126
221 222
223
224 225