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
2926
$6.16M ﹤0.01%
381,452
+226,636
2927
$6.16M ﹤0.01%
339,331
+12,213
2928
$6.16M ﹤0.01%
1,282,451
+99,588
2929
$6.15M ﹤0.01%
130,084
-29,981
2930
$6.15M ﹤0.01%
159,732
+14,131
2931
$6.14M ﹤0.01%
298,612
-101,785
2932
$6.14M ﹤0.01%
293,992
+66,554
2933
$6.14M ﹤0.01%
488,714
+301,094
2934
$6.13M ﹤0.01%
208,238
+39,575
2935
$6.12M ﹤0.01%
213,707
-39,449
2936
$6.12M ﹤0.01%
414,590
+20,158
2937
$6.12M ﹤0.01%
113,932
+2,683
2938
$6.11M ﹤0.01%
93,784
-22,842
2939
$6.11M ﹤0.01%
695,240
+46,768
2940
$6.11M ﹤0.01%
257,680
+97,968
2941
$6.11M ﹤0.01%
421,434
+261,735
2942
$6.1M ﹤0.01%
105,183
+11,920
2943
$6.1M ﹤0.01%
55,139
-9,263
2944
$6.08M ﹤0.01%
435,232
-89,468
2945
$6.07M ﹤0.01%
192,997
-64,867
2946
$6.06M ﹤0.01%
162,612
+47,824
2947
$6.06M ﹤0.01%
167,383
+6,287
2948
$6.06M ﹤0.01%
1,081,285
-42,104
2949
$6.05M ﹤0.01%
160,804
+67,288
2950
$6.05M ﹤0.01%
3,644,946
-398,002
116 117
118
119 120