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
2826
$6.72M ﹤0.01%
583,189
-108,557
2827
$6.7M ﹤0.01%
64,792
-160,359
2828
$6.69M ﹤0.01%
641,308
+345,297
2829
$6.69M ﹤0.01%
189,304
-23,223
2830
$6.68M ﹤0.01%
288,140
-77,192
2831
$6.68M ﹤0.01%
38,798
-22,207
2832
$6.68M ﹤0.01%
177,671
-141,956
2833
$6.67M ﹤0.01%
227,165
+91,137
2834
$6.67M ﹤0.01%
194,377
+113,919
2835
$6.66M ﹤0.01%
29,402
+5,857
2836
$6.66M ﹤0.01%
123,150
+10,528
2837
$6.66M ﹤0.01%
112,895
-20,987
2838
$6.66M ﹤0.01%
1,358,374
-848,328
2839
$6.65M ﹤0.01%
60,986
-1,434
2840
$6.65M ﹤0.01%
175,916
+52,170
2841
$6.64M ﹤0.01%
51,452
-27,800
2842
$6.63M ﹤0.01%
184,073
+26,583
2843
$6.63M ﹤0.01%
720,323
+25,175
2844
$6.62M ﹤0.01%
133,584
+9,263
2845
$6.61M ﹤0.01%
340,891
+101,143
2846
$6.61M ﹤0.01%
133,321
-3,927
2847
$6.6M ﹤0.01%
1,746,902
+4,428
2848
$6.59M ﹤0.01%
273,684
+211,270
2849
$6.59M ﹤0.01%
91,116
-7,530
2850
$6.58M ﹤0.01%
297,643
+173,653
112 113
114
115 116