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
5751
$45K ﹤0.01%
+2,591
5752
$45K ﹤0.01%
4,426
5753
$45K ﹤0.01%
3,223
+4
5754
$44K ﹤0.01%
1,659
-689
5755
$44K ﹤0.01%
9,500
+6,000
5756
$44K ﹤0.01%
15,000
+14,977
5757
$43K ﹤0.01%
3,225
+348
5758
$43K ﹤0.01%
3,254
+4
5759
$43K ﹤0.01%
23,911
+158
5760
$43K ﹤0.01%
730
5761
$43K ﹤0.01%
2,680
5762
$43K ﹤0.01%
31,009
5763
$42K ﹤0.01%
451
-982
5764
$42K ﹤0.01%
1,275
5765
$42K ﹤0.01%
98
+4
5766
$42K ﹤0.01%
866
5767
$42K ﹤0.01%
83,940
-8,421
5768
$42K ﹤0.01%
10,824
5769
$42K ﹤0.01%
5,226
5770
$42K ﹤0.01%
2,316
5771
$41K ﹤0.01%
326
+249
5772
$41K ﹤0.01%
10,053
+9,964
5773
$41K ﹤0.01%
2,601
+1,270
5774
$41K ﹤0.01%
4,150
-12,476
5775
$41K ﹤0.01%
2,293
+1,803
229 230
231
232 233