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
5651
$70K ﹤0.01%
9,750
+1,000
5652
$70K ﹤0.01%
9,871
-45,331
5653
$70K ﹤0.01%
149
+42
5654
$70K ﹤0.01%
2,748
-23,493
5655
$69K ﹤0.01%
6,273
+1,647
5656
$69K ﹤0.01%
11,850
+2,520
5657
$68K ﹤0.01%
20,337
5658
$67K ﹤0.01%
75
+73
5659
$67K ﹤0.01%
4,212
-8,426
5660
$67K ﹤0.01%
401
-1
5661
$67K ﹤0.01%
2,237
-3,836
5662
$67K ﹤0.01%
11,269
+1,767
5663
$66K ﹤0.01%
14,265
-56
5664
$66K ﹤0.01%
8,414
-37,107
5665
$66K ﹤0.01%
8,758
+1,074
5666
$65K ﹤0.01%
1,744
5667
$64K ﹤0.01%
1,237
-959
5668
$64K ﹤0.01%
11,698
-2,137
5669
$64K ﹤0.01%
+7,869
5670
$63K ﹤0.01%
23,950
-494
5671
$63K ﹤0.01%
4,446
+346
5672
$63K ﹤0.01%
11,014
+1,869
5673
$63K ﹤0.01%
5,003
-73
5674
$62K ﹤0.01%
22,745
+6,027
5675
$61K ﹤0.01%
1,654
225 226
227
228 229