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
476
$139M 0.03%
1,065,996
+86,901
477
$139M 0.03%
4,410,806
+749,577
478
$139M 0.03%
2,105,372
+1,022,850
479
$138M 0.03%
4,844,796
+775,499
480
$138M 0.03%
8,336,241
+27,030
481
$138M 0.03%
2,126,372
-768,623
482
$138M 0.03%
4,482,888
-120,068
483
$138M 0.03%
1,868,483
+400,993
484
$138M 0.03%
1,805,591
-259,447
485
$137M 0.03%
2,050,611
+140,574
486
$137M 0.03%
2,194,357
-151,257
487
$136M 0.03%
3,895,156
-350,904
488
$136M 0.03%
2,705,288
+1,729,594
489
$135M 0.03%
1,239,867
+376,348
490
$135M 0.03%
3,586,315
+137,037
491
$135M 0.03%
1,235,247
+12,672
492
$134M 0.03%
2,226,884
-982,681
493
$134M 0.03%
5,548,397
-176,548
494
$133M 0.03%
1,664,160
+153,118
495
$133M 0.03%
1,998,637
-149,526
496
$133M 0.03%
690,767
+69,242
497
$133M 0.03%
8,011,104
+3,921,392
498
$133M 0.03%
7,948,856
-1,269,327
499
$133M 0.03%
2,806,358
+615,988
500
$132M 0.03%
743,567
-55,456
18 19
20
21 22