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
6476
$1K ﹤0.01%
922
+200
6477
$1K ﹤0.01%
+100
6478
$1K ﹤0.01%
+294
6479
$1K ﹤0.01%
3
6480
$1K ﹤0.01%
3
-66
6481
$1K ﹤0.01%
100
6482
$1K ﹤0.01%
200
6483
$1K ﹤0.01%
37
-86
6484
$1K ﹤0.01%
+107
6485
$1K ﹤0.01%
+11
6486
$1K ﹤0.01%
72
-32
6487
$1K ﹤0.01%
33
-206
6488
$1K ﹤0.01%
2,100
6489
– –
-443,860
6490
– –
-49
6491
– –
-70,279
6492
– –
-533,179
6493
– –
-20,747
6494
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-45,971
6495
– –
-7,649
6496
– –
-1,259,639
6497
– –
-73,397
6498
– –
-100
6499
– –
-263,931
6500
– –
-381,412
258 259
260
261 262