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
2851
$6.58M ﹤0.01%
101,496
-1,087,643
2852
$6.57M ﹤0.01%
775,028
-1,045,407
2853
$6.56M ﹤0.01%
77,973
+27,780
2854
$6.56M ﹤0.01%
151,754
+144,485
2855
$6.55M ﹤0.01%
1,163,665
+215,047
2856
$6.55M ﹤0.01%
410,595
+221,650
2857
$6.55M ﹤0.01%
159,768
-206,127
2858
$6.54M ﹤0.01%
174,021
-139,613
2859
$6.54M ﹤0.01%
54,416
-16,245
2860
$6.53M ﹤0.01%
380,687
-4,139
2861
$6.53M ﹤0.01%
232,841
-67,535
2862
$6.53M ﹤0.01%
120,050
+41,642
2863
$6.51M ﹤0.01%
267,367
+30,195
2864
$6.51M ﹤0.01%
163,142
+6,393
2865
$6.5M ﹤0.01%
108,180
-23,305
2866
$6.5M ﹤0.01%
247,040
+37,970
2867
$6.49M ﹤0.01%
113,402
-169,208
2868
$6.49M ﹤0.01%
161,343
+76,748
2869
$6.48M ﹤0.01%
335,541
-87,744
2870
$6.48M ﹤0.01%
229,851
+11,375
2871
$6.48M ﹤0.01%
43,101
-11,610
2872
$6.48M ﹤0.01%
466,128
-316,523
2873
$6.47M ﹤0.01%
553,345
+43,470
2874
$6.47M ﹤0.01%
223,042
-20,230
2875
$6.46M ﹤0.01%
125,114
-22,711
113 114
115
116 117