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
2626
$8.03M ﹤0.01%
212,007
-33,221
2627
$8.03M ﹤0.01%
111,946
+34,598
2628
$8.02M ﹤0.01%
240,868
+85,575
2629
$8.01M ﹤0.01%
800,666
+137,032
2630
$8M ﹤0.01%
338,164
+175,671
2631
$7.99M ﹤0.01%
557,299
+41,376
2632
$7.98M ﹤0.01%
170,109
-29,301
2633
$7.97M ﹤0.01%
626,543
-48,596
2634
$7.96M ﹤0.01%
320,281
-72,369
2635
$7.95M ﹤0.01%
779,290
-1,100
2636
$7.95M ﹤0.01%
70,883
-6,310
2637
$7.94M ﹤0.01%
2,041,150
+456,290
2638
$7.92M ﹤0.01%
531,143
+53,946
2639
$7.92M ﹤0.01%
316,575
+1,985
2640
$7.92M ﹤0.01%
318,268
+263,617
2641
$7.92M ﹤0.01%
153,448
-129,185
2642
$7.91M ﹤0.01%
307,955
+11,930
2643
$7.9M ﹤0.01%
339,099
+34,945
2644
$7.89M ﹤0.01%
394,403
-256,980
2645
$7.89M ﹤0.01%
90,631
+41,817
2646
$7.88M ﹤0.01%
360,643
-98,868
2647
$7.88M ﹤0.01%
435,365
+48,169
2648
$7.87M ﹤0.01%
168,364
-31,460
2649
$7.86M ﹤0.01%
256,612
-26,835
2650
$7.86M ﹤0.01%
406,284
+115,709
104 105
106
107 108