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
2501
$9.04M ﹤0.01%
147,235
+8,234
2502
$9.02M ﹤0.01%
264,872
+123,788
2503
$8.99M ﹤0.01%
108,425
+22,598
2504
$8.98M ﹤0.01%
199,654
+63,278
2505
$8.96M ﹤0.01%
204,996
-53,882
2506
$8.96M ﹤0.01%
105,054
-48,608
2507
$8.96M ﹤0.01%
185,463
+67,321
2508
$8.92M ﹤0.01%
230,064
+53,542
2509
$8.92M ﹤0.01%
79,319
+7,752
2510
$8.9M ﹤0.01%
207,476
-92,745
2511
$8.9M ﹤0.01%
184,652
-83,257
2512
$8.9M ﹤0.01%
336,386
-183,579
2513
$8.87M ﹤0.01%
231,726
+27,847
2514
$8.87M ﹤0.01%
1,664,264
-233,214
2515
$8.85M ﹤0.01%
126,453
-46,567
2516
$8.85M ﹤0.01%
983,204
+46,208
2517
$8.82M ﹤0.01%
142,019
+34,415
2518
$8.82M ﹤0.01%
292,257
+177,699
2519
$8.8M ﹤0.01%
2,304,956
-889,072
2520
$8.8M ﹤0.01%
1,028,273
+219,709
2521
$8.79M ﹤0.01%
495,948
-100,893
2522
$8.79M ﹤0.01%
253,254
+9,843
2523
$8.78M ﹤0.01%
820,347
-413,682
2524
$8.77M ﹤0.01%
424,456
-125,773
2525
$8.77M ﹤0.01%
351,966
-87,873