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
3026
$5.57M ﹤0.01%
383,818
+317,847
3027
$5.57M ﹤0.01%
525,694
-64,990
3028
$5.56M ﹤0.01%
76,524
-19,405
3029
$5.55M ﹤0.01%
150,246
+15,416
3030
$5.54M ﹤0.01%
86,177
-7,683
3031
$5.54M ﹤0.01%
371,931
+25,488
3032
$5.53M ﹤0.01%
87,770
-31,505
3033
$5.53M ﹤0.01%
328,872
+55,410
3034
$5.53M ﹤0.01%
90,363
-10,295
3035
$5.52M ﹤0.01%
82,114
-18,115
3036
$5.52M ﹤0.01%
525,334
-3,453
3037
$5.52M ﹤0.01%
59,336
-27,699
3038
$5.52M ﹤0.01%
141,433
-264,860
3039
$5.51M ﹤0.01%
70,274
-23,174
3040
$5.51M ﹤0.01%
493,792
-64,399
3041
$5.51M ﹤0.01%
429,800
+34,486
3042
$5.5M ﹤0.01%
27,850
+6,599
3043
$5.5M ﹤0.01%
255,674
-51,059
3044
$5.5M ﹤0.01%
118,327
-205,807
3045
$5.47M ﹤0.01%
136,366
+100,644
3046
$5.47M ﹤0.01%
166,852
-328,939
3047
$5.47M ﹤0.01%
66,191
+2,051
3048
$5.45M ﹤0.01%
204,871
+7,065
3049
$5.45M ﹤0.01%
174,682
+16,645
3050
$5.45M ﹤0.01%
168,835
-36,024
120 121
122
123 124