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
6001
$18K ﹤0.01%
1,098
6002
$18K ﹤0.01%
3,400
-6,729
6003
$17K ﹤0.01%
210
+164
6004
$17K ﹤0.01%
962
+225
6005
$17K ﹤0.01%
804
-1,351
6006
$17K ﹤0.01%
4,119
+1,035
6007
$17K ﹤0.01%
658
-85,133
6008
$17K ﹤0.01%
265
+47
6009
$17K ﹤0.01%
300
6010
$17K ﹤0.01%
2,844
+797
6011
$17K ﹤0.01%
173
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6012
$17K ﹤0.01%
1,398
6013
$17K ﹤0.01%
418
6014
$17K ﹤0.01%
8,368
-1,389
6015
$17K ﹤0.01%
8
-115
6016
$17K ﹤0.01%
751
6017
$17K ﹤0.01%
956
-201
6018
$17K ﹤0.01%
2,086
-799
6019
$17K ﹤0.01%
23,400
-4,000
6020
$17K ﹤0.01%
33,009
-1,052
6021
$17K ﹤0.01%
934
-23,044
6022
$17K ﹤0.01%
425
6023
$16K ﹤0.01%
654
+425
6024
$16K ﹤0.01%
1,550
6025
$16K ﹤0.01%
1,300