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
651
$88.6M 0.02%
2,727,952
+1,067,505
652
$88.5M 0.02%
6,360,492
+1,546,116
653
$88.4M 0.02%
1,294,283
-145,927
654
$88.3M 0.02%
5,243,810
-252,722
655
$88.1M 0.02%
664,384
+43,589
656
$88.1M 0.02%
+12,619,544
657
$88.1M 0.02%
1,780,692
+396,800
658
$88M 0.02%
1,068,328
-390,226
659
$87.8M 0.02%
2,907,703
+633,604
660
$87.8M 0.02%
1,387,314
+1,060,907
661
$87.7M 0.02%
4,946,237
+255,438
662
$87.7M 0.02%
1,977,949
+99,577
663
$87.3M 0.02%
682,768
+367,453
664
$87.3M 0.02%
3,178,304
-10,373
665
$86.7M 0.02%
503,246
-19,866
666
$86.6M 0.02%
1,003,859
+56,255
667
$86.6M 0.02%
1,815,129
-265,105
668
$86.5M 0.02%
5,261,790
-402,310
669
$86.5M 0.02%
1,407,499
-131,012
670
$86.5M 0.02%
842,732
+421,792
671
$86.5M 0.02%
2,054,650
+1,179,200
672
$86.4M 0.02%
1,077,680
-163,649
673
$86.4M 0.02%
1,900,185
-748,224
674
$86.4M 0.02%
+3,171,844
675
$86M 0.02%
1,838,547
+7,900
25 26
27
28 29