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
2601
$8.2M ﹤0.01%
226,988
-6,668
2602
$8.2M ﹤0.01%
97,786
-49,213
2603
$8.2M ﹤0.01%
212,861
+48,252
2604
$8.19M ﹤0.01%
184,024
-29,867
2605
$8.19M ﹤0.01%
+480,963
2606
$8.17M ﹤0.01%
269,626
-46,921
2607
$8.17M ﹤0.01%
246,706
+120,026
2608
$8.16M ﹤0.01%
506,434
+50,575
2609
$8.14M ﹤0.01%
352,429
-108,857
2610
$8.14M ﹤0.01%
550,344
+188,386
2611
$8.14M ﹤0.01%
181,265
+74,692
2612
$8.14M ﹤0.01%
291,413
-30,022
2613
$8.14M ﹤0.01%
266,871
+7,700
2614
$8.13M ﹤0.01%
270,215
-143,535
2615
$8.11M ﹤0.01%
33,659
-12,106
2616
$8.1M ﹤0.01%
164,755
-43,522
2617
$8.1M ﹤0.01%
293,488
-100,096
2618
$8.09M ﹤0.01%
267,670
+172,107
2619
$8.09M ﹤0.01%
158,440
-34,257
2620
$8.08M ﹤0.01%
184,232
+62,671
2621
$8.07M ﹤0.01%
544,429
+153,014
2622
$8.06M ﹤0.01%
171,446
-403,743
2623
$8.06M ﹤0.01%
771,255
-1,169,365
2624
$8.04M ﹤0.01%
218,418
+5,142
2625
$8.04M ﹤0.01%
131,891
-54,117