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
2726
$7.32M ﹤0.01%
151,858
-209,372
2727
$7.32M ﹤0.01%
264,951
-97,135
2728
$7.31M ﹤0.01%
130,002
-118,677
2729
$7.3M ﹤0.01%
142,598
-13,115
2730
$7.29M ﹤0.01%
154,616
+42,213
2731
$7.29M ﹤0.01%
158,661
-216,792
2732
$7.29M ﹤0.01%
206,599
-58,339
2733
$7.29M ﹤0.01%
93,118
-7,518
2734
$7.27M ﹤0.01%
110,055
+79,044
2735
$7.26M ﹤0.01%
373,846
-105,421
2736
$7.25M ﹤0.01%
493,873
+65,577
2737
$7.24M ﹤0.01%
139,257
-13,914
2738
$7.24M ﹤0.01%
970,109
-21,768
2739
$7.23M ﹤0.01%
360,168
+36,009
2740
$7.22M ﹤0.01%
707,653
+16,327
2741
$7.22M ﹤0.01%
281,156
-16,390
2742
$7.21M ﹤0.01%
72,346
-11,018
2743
$7.21M ﹤0.01%
124,650
-51,852
2744
$7.19M ﹤0.01%
829,422
+453,871
2745
$7.19M ﹤0.01%
504,604
-1,909,737
2746
$7.18M ﹤0.01%
1,620,884
-8,010
2747
$7.18M ﹤0.01%
295,231
+55,971
2748
$7.16M ﹤0.01%
177,735
+17,722
2749
$7.16M ﹤0.01%
200,720
+126,079
2750
$7.14M ﹤0.01%
257,230
+921
108 109
110
111 112