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
801
$64.2M 0.02%
3,162,514
-191,740
802
$64.1M 0.02%
507,049
-152,864
803
$64.1M 0.02%
4,073,983
-1,989,984
804
$63.7M 0.02%
1,519,008
-64,618
805
$63.7M 0.02%
2,227,644
+374,871
806
$63.6M 0.02%
3,539,347
+340,585
807
$63.6M 0.02%
2,779,943
+1,550,708
808
$63.5M 0.02%
430,101
-24,792
809
$63.5M 0.02%
804,303
+427,577
810
$63.5M 0.02%
875,318
+107,800
811
$63.4M 0.02%
104,076
+29,388
812
$63.3M 0.02%
510,953
+356,476
813
$63.3M 0.02%
1,400,411
+35,798
814
$63.1M 0.02%
602,802
-2,612
815
$63.1M 0.02%
1,323,062
+560,279
816
$63M 0.02%
1,640,104
+63,923
817
$62.8M 0.02%
2,201,394
-408,978
818
$62.7M 0.02%
2,519,454
-5,599,342
819
$62.5M 0.02%
1,151,400
+901,083
820
$62.3M 0.02%
2,020,984
-12,291
821
$62.2M 0.02%
2,060,837
-44,415
822
$61.9M 0.02%
10,537,564
-777,720
823
$61.9M 0.02%
232,604
-59,426
824
$61.8M 0.02%
498,013
-141,046
825
$61.7M 0.02%
1,507,918
+199,587
31 32
33
34 35