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
2651
$7.86M ﹤0.01%
351,096
-6,953
2652
$7.86M ﹤0.01%
368,527
+82,229
2653
$7.86M ﹤0.01%
159,554
-25,380
2654
$7.86M ﹤0.01%
248,581
-135,170
2655
$7.85M ﹤0.01%
127,798
-5,685
2656
$7.84M ﹤0.01%
426,756
-62,759
2657
$7.81M ﹤0.01%
523,950
+191,623
2658
$7.8M ﹤0.01%
353,191
-350,111
2659
$7.78M ﹤0.01%
864,355
+551,585
2660
$7.77M ﹤0.01%
207,172
-29,458
2661
$7.77M ﹤0.01%
273,076
-894,896
2662
$7.72M ﹤0.01%
642,972
-24,090
2663
$7.72M ﹤0.01%
216,972
-24,517
2664
$7.71M ﹤0.01%
105,694
-6,307
2665
$7.71M ﹤0.01%
975,666
-115,264
2666
$7.71M ﹤0.01%
415,470
+97,696
2667
$7.7M ﹤0.01%
27,238
-49,120
2668
$7.7M ﹤0.01%
245,950
-21,921
2669
$7.69M ﹤0.01%
233,084
+471
2670
$7.69M ﹤0.01%
704,945
-66,009
2671
$7.69M ﹤0.01%
217,055
-490,204
2672
$7.68M ﹤0.01%
173,492
-143,606
2673
$7.67M ﹤0.01%
357,482
+269,869
2674
$7.67M ﹤0.01%
288,938
-28,573
2675
$7.66M ﹤0.01%
107,213
-26,379
105 106
107
108 109