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
826
$61.5M 0.02%
+2,936,840
827
$61.5M 0.02%
549,926
+468,969
828
$61.3M 0.02%
458,999
-114,202
829
$61.2M 0.02%
854,508
-91,700
830
$61.2M 0.02%
1,132,630
-400,670
831
$61.1M 0.02%
1,054,308
-338,210
832
$61M 0.02%
1,731,742
-3,036
833
$61M 0.02%
250,027
+135,811
834
$60.9M 0.02%
2,663,300
-489,312
835
$60.9M 0.02%
1,781,796
-471,514
836
$60.9M 0.02%
3,297,580
-29,000
837
$60.8M 0.02%
816,099
-821,328
838
$60.8M 0.02%
1,029,248
+402,511
839
$60.8M 0.02%
3,338,236
-57,655
840
$60.6M 0.02%
351,824
-148,652
841
$60.6M 0.02%
329,300
-9,490
842
$60.5M 0.02%
2,550,309
+138,903
843
$60.5M 0.02%
3,938,644
-389,272
844
$60.4M 0.02%
1,715,405
-16,379
845
$60.4M 0.02%
1,148,284
+968,599
846
$60.1M 0.02%
410,685
+195,251
847
$60.1M 0.02%
357,352
+1,459
848
$60M 0.02%
1,345,629
-340,448
849
$59.8M 0.02%
1,061,192
+168,515
850
$59.8M 0.02%
1,634,167
+820,106
32 33
34
35 36