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
2801
$6.83M ﹤0.01%
1,455,432
-553,546
2802
$6.83M ﹤0.01%
360,793
-93,926
2803
$6.81M ﹤0.01%
205,269
-171,896
2804
$6.8M ﹤0.01%
284,268
+18,609
2805
$6.8M ﹤0.01%
585,324
-255,282
2806
$6.8M ﹤0.01%
90,280
-11,946
2807
$6.79M ﹤0.01%
46,103
-70,656
2808
$6.79M ﹤0.01%
149,825
-47,683
2809
$6.78M ﹤0.01%
468,082
+185,108
2810
$6.78M ﹤0.01%
147,000
-79,191
2811
$6.78M ﹤0.01%
105,740
-60,560
2812
$6.77M ﹤0.01%
62,111
+19,395
2813
$6.76M ﹤0.01%
613,466
+23,590
2814
$6.76M ﹤0.01%
75,402
+23,306
2815
$6.76M ﹤0.01%
31,496
-16,017
2816
$6.75M ﹤0.01%
210,457
-154,226
2817
$6.75M ﹤0.01%
236,512
-202,768
2818
$6.75M ﹤0.01%
359,621
+16,719
2819
$6.75M ﹤0.01%
234,650
+130,847
2820
$6.74M ﹤0.01%
91,862
+23,488
2821
$6.74M ﹤0.01%
179,057
-25,043
2822
$6.74M ﹤0.01%
386,605
+60,708
2823
$6.73M ﹤0.01%
281,427
-45,040
2824
$6.73M ﹤0.01%
183,310
-297,126
2825
$6.72M ﹤0.01%
178,379
+5,988
111 112
113
114 115