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
2701
$7.49M ﹤0.01%
122,615
+4,806
2702
$7.47M ﹤0.01%
85,525
+83,131
2703
$7.47M ﹤0.01%
395,448
-230,817
2704
$7.47M ﹤0.01%
315,302
-21,610
2705
$7.44M ﹤0.01%
68,566
-8,880
2706
$7.44M ﹤0.01%
202,173
+165,300
2707
$7.43M ﹤0.01%
61,969
-64,042
2708
$7.42M ﹤0.01%
107,336
+23,911
2709
$7.41M ﹤0.01%
18,273
-1,486
2710
$7.4M ﹤0.01%
469,753
-11,348
2711
$7.4M ﹤0.01%
336,226
-123,650
2712
$7.39M ﹤0.01%
1,098,596
-424,918
2713
$7.39M ﹤0.01%
275,778
-48,302
2714
$7.38M ﹤0.01%
364,426
+152,927
2715
$7.38M ﹤0.01%
189,588
+5,355
2716
$7.38M ﹤0.01%
430,335
+17,161
2717
$7.37M ﹤0.01%
605,958
+4,164
2718
$7.37M ﹤0.01%
169,891
+65,605
2719
$7.36M ﹤0.01%
97,543
+57,633
2720
$7.35M ﹤0.01%
360,175
-136,996
2721
$7.35M ﹤0.01%
267,754
+57,558
2722
$7.34M ﹤0.01%
268,387
+135,440
2723
$7.34M ﹤0.01%
71,296
-18,391
2724
$7.33M ﹤0.01%
88,743
-25,523
2725
$7.33M ﹤0.01%
105,710
-61,246
107 108
109
110 111