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
2951
$6.05M ﹤0.01%
288,711
-192,244
2952
$6.04M ﹤0.01%
533,042
-5,027
2953
$6.03M ﹤0.01%
218,619
+126,910
2954
$6.03M ﹤0.01%
177,436
-48,202
2955
$6.02M ﹤0.01%
136,968
+50,767
2956
$6.02M ﹤0.01%
113,524
-20,549
2957
$6.02M ﹤0.01%
251,447
-5,512
2958
$6.02M ﹤0.01%
344,480
+184,633
2959
$6.02M ﹤0.01%
87,994
-17,789
2960
$6.01M ﹤0.01%
92,484
+33,007
2961
$6M ﹤0.01%
79,697
-29,848
2962
$6M ﹤0.01%
101,766
+458
2963
$5.99M ﹤0.01%
271,497
-13,842
2964
$5.98M ﹤0.01%
77,909
+31,843
2965
$5.98M ﹤0.01%
481,220
+16,591
2966
$5.97M ﹤0.01%
107,926
+345
2967
$5.96M ﹤0.01%
357,261
+322,355
2968
$5.95M ﹤0.01%
290,250
+5,047
2969
$5.93M ﹤0.01%
94,840
-18,052
2970
$5.93M ﹤0.01%
879,608
+3,026
2971
$5.92M ﹤0.01%
268,538
+212,290
2972
$5.92M ﹤0.01%
88,335
-72,898
2973
$5.91M ﹤0.01%
125,544
+3,662
2974
$5.89M ﹤0.01%
1,333,444
-87,487
2975
$5.88M ﹤0.01%
78,006
+19,246