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
5801
$37K ﹤0.01%
653
-2,885
5802
$37K ﹤0.01%
2,124
-1,225
5803
$37K ﹤0.01%
1,030
5804
$37K ﹤0.01%
13,642
+299
5805
$37K ﹤0.01%
8,765
+527
5806
$37K ﹤0.01%
+970
5807
$37K ﹤0.01%
1,517
-188
5808
$37K ﹤0.01%
29,046
5809
$37K ﹤0.01%
1,022
+495
5810
$37K ﹤0.01%
500
5811
$37K ﹤0.01%
3,138
-600
5812
$36K ﹤0.01%
69
-550
5813
$36K ﹤0.01%
+735
5814
$36K ﹤0.01%
107
-104
5815
$36K ﹤0.01%
4,499
5816
$36K ﹤0.01%
1,848
5817
$36K ﹤0.01%
1,000
+600
5818
$36K ﹤0.01%
4,585
5819
$36K ﹤0.01%
805
-100
5820
$36K ﹤0.01%
7,855
5821
$36K ﹤0.01%
1,145
5822
$36K ﹤0.01%
1,811
5823
$35K ﹤0.01%
1,250
5824
$35K ﹤0.01%
2,406
-12,819
5825
$35K ﹤0.01%
3,630
+524