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
551
$114M 0.03%
11,547,943
+1,619,624
552
$113M 0.03%
999,755
+257,695
553
$113M 0.03%
1,406,587
-29,516
554
$113M 0.03%
1,904,950
-98,893
555
$113M 0.03%
2,927,578
+650,344
556
$112M 0.03%
797,953
+69,029
557
$111M 0.03%
2,162,764
+1,288,648
558
$110M 0.03%
1,470,915
+446,018
559
$110M 0.03%
5,264,352
+4,776,372
560
$110M 0.03%
439,913
+57,828
561
$110M 0.03%
1,622,589
+458,151
562
$110M 0.03%
732,897
+21,910
563
$110M 0.03%
1,558,820
+423,215
564
$110M 0.03%
395,555
-11,209
565
$109M 0.03%
1,830,074
-70,099
566
$109M 0.03%
781,891
+16,017
567
$109M 0.03%
3,645,623
-71,526
568
$109M 0.03%
1,989,953
+119,279
569
$108M 0.03%
1,607,736
+138,238
570
$108M 0.03%
1,237,486
-19,556
571
$108M 0.03%
660,328
-95,266
572
$108M 0.03%
2,230,942
+255,455
573
$108M 0.03%
2,104,221
+79,204
574
$108M 0.03%
1,912,487
-242,765
575
$107M 0.03%
2,458,897
-348,279
21 22
23
24 25