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
3101
$5.23M ﹤0.01%
90,296
+24,323
3102
$5.22M ﹤0.01%
46,259
-132,744
3103
$5.22M ﹤0.01%
102,762
+47,728
3104
$5.21M ﹤0.01%
122,488
+1,009
3105
$5.17M ﹤0.01%
672,150
+84,855
3106
$5.16M ﹤0.01%
306,489
+44,878
3107
$5.14M ﹤0.01%
1,691,265
+470,198
3108
$5.13M ﹤0.01%
698,321
-164,192
3109
$5.13M ﹤0.01%
168,413
-20,749
3110
$5.11M ﹤0.01%
164,633
-158,013
3111
$5.1M ﹤0.01%
91,638
-14,973
3112
$5.1M ﹤0.01%
3,074,310
-53,507
3113
$5.1M ﹤0.01%
195,681
+61,651
3114
$5.1M ﹤0.01%
140,588
+57,889
3115
$5.1M ﹤0.01%
128,805
-80,573
3116
$5.1M ﹤0.01%
142,038
+84,575
3117
$5.09M ﹤0.01%
+317,149
3118
$5.08M ﹤0.01%
73,258
-21,821
3119
$5.08M ﹤0.01%
142,529
-41,638
3120
$5.08M ﹤0.01%
94,812
+52,542
3121
$5.08M ﹤0.01%
64,129
-186
3122
$5.05M ﹤0.01%
262,015
+1,188
3123
$5.05M ﹤0.01%
40,127
+9,450
3124
$5.04M ﹤0.01%
61,317
-8,840
3125
$5.04M ﹤0.01%
227,346
-13,310