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
5676
$61K ﹤0.01%
+5,414
5677
$61K ﹤0.01%
2,168
-192
5678
$61K ﹤0.01%
8,269
-1,200,583
5679
$61K ﹤0.01%
10,846
-1,058
5680
$60K ﹤0.01%
677
-621
5681
$60K ﹤0.01%
500
+163
5682
$60K ﹤0.01%
127
+45
5683
$60K ﹤0.01%
7,807
-2,523
5684
$60K ﹤0.01%
6,852
-1,200
5685
$60K ﹤0.01%
28,591
+17,300
5686
$60K ﹤0.01%
22,369
-4,725
5687
$60K ﹤0.01%
2,774
-500
5688
$60K ﹤0.01%
1,625
-751
5689
$59K ﹤0.01%
5,155
-850
5690
$59K ﹤0.01%
+8,766
5691
$58K ﹤0.01%
16,521
+12,000
5692
$58K ﹤0.01%
1,685
5693
$57K ﹤0.01%
2,338
+664
5694
$57K ﹤0.01%
10,008
+199
5695
$57K ﹤0.01%
20,088
5696
$57K ﹤0.01%
+3,177
5697
$57K ﹤0.01%
39,522
-21,620
5698
$56K ﹤0.01%
22,000
+8,300
5699
$56K ﹤0.01%
5,968
-32,699
5700
$56K ﹤0.01%
3,691
226 227
228
229 230