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
451
$149M 0.04%
4,524,720
-1,672,452
452
$149M 0.04%
4,012,314
+394,466
453
$147M 0.04%
3,967,041
+601,988
454
$147M 0.04%
4,610,277
+181,868
455
$147M 0.04%
5,080,145
+2,573,074
456
$147M 0.04%
4,974,567
+1,144,460
457
$146M 0.04%
1,317,079
-203,104
458
$146M 0.04%
592,510
-115,627
459
$146M 0.04%
3,951,438
+253,677
460
$145M 0.04%
3,121,292
+160,045
461
$145M 0.04%
1,650,540
-379,547
462
$145M 0.04%
2,884,956
+333,567
463
$145M 0.04%
1,547,401
-164,333
464
$145M 0.04%
4,943,324
+11,699
465
$144M 0.04%
1,173,469
-145,133
466
$144M 0.04%
6,760,794
-301,158
467
$144M 0.04%
3,739,345
-163,528
468
$143M 0.04%
854,110
+154,103
469
$142M 0.04%
2,279,115
+176,382
470
$141M 0.04%
8,210,575
+657,780
471
$141M 0.04%
5,058,692
+373,384
472
$140M 0.04%
2,224,196
-1,906,118
473
$140M 0.04%
2,909,856
+524,953
474
$140M 0.04%
1,415,426
+442,676
475
$140M 0.03%
3,095,958
-190,150
17 18
19
20 21