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
3001
$5.69M ﹤0.01%
103,990
+13,259
3002
$5.68M ﹤0.01%
186,566
-334,811
3003
$5.67M ﹤0.01%
28,066
-5,496
3004
$5.67M ﹤0.01%
161,957
+34,668
3005
$5.66M ﹤0.01%
155,136
-26,790
3006
$5.66M ﹤0.01%
69,014
-19,022
3007
$5.66M ﹤0.01%
53,603
+8,370
3008
$5.65M ﹤0.01%
172,763
+91,721
3009
$5.65M ﹤0.01%
443,539
-20,420
3010
$5.64M ﹤0.01%
114,680
+65,207
3011
$5.63M ﹤0.01%
93,666
-14,113
3012
$5.63M ﹤0.01%
288,419
+34,264
3013
$5.63M ﹤0.01%
87,469
+34,229
3014
$5.63M ﹤0.01%
577,663
-172,528
3015
$5.63M ﹤0.01%
545,595
-4,598
3016
$5.62M ﹤0.01%
350,960
+30,490
3017
$5.62M ﹤0.01%
514,244
+2,561
3018
$5.61M ﹤0.01%
89,457
-338,604
3019
$5.61M ﹤0.01%
93,009
-18,610
3020
$5.6M ﹤0.01%
209,493
-175,570
3021
$5.6M ﹤0.01%
76,045
-6,341
3022
$5.59M ﹤0.01%
360,065
+23,931
3023
$5.59M ﹤0.01%
787,582
-643,143
3024
$5.59M ﹤0.01%
87,024
-27,200
3025
$5.58M ﹤0.01%
98,233
-111,161