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
5826
$34K ﹤0.01%
647
5827
$34K ﹤0.01%
1,901
+118
5828
$34K ﹤0.01%
9,259
-215,982
5829
$34K ﹤0.01%
1,851
-680
5830
$34K ﹤0.01%
+1,343
5831
$34K ﹤0.01%
6,350
-71,378
5832
$34K ﹤0.01%
4,073
-23,073
5833
$34K ﹤0.01%
493
-7,640
5834
$34K ﹤0.01%
7,890
-1,697
5835
$34K ﹤0.01%
5,744
-3,872
5836
$34K ﹤0.01%
2,163
+173
5837
$33K ﹤0.01%
+3,148
5838
$33K ﹤0.01%
5,258
-4,397
5839
$33K ﹤0.01%
1,800
5840
$33K ﹤0.01%
1,998
+299
5841
$33K ﹤0.01%
2,803
5842
$33K ﹤0.01%
+364,650
5843
$33K ﹤0.01%
252
5844
$33K ﹤0.01%
11,018
-146,475
5845
$32K ﹤0.01%
1,060
+60
5846
$32K ﹤0.01%
3,500
-35
5847
$32K ﹤0.01%
529
5848
$32K ﹤0.01%
1,106
5849
$32K ﹤0.01%
10,761
+676
5850
$32K ﹤0.01%
17,932
-622
232 233
234
235 236