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
851
$59.8M 0.02%
460,258
-325,030
852
$59.7M 0.01%
1,194,962
+249,118
853
$59.7M 0.01%
1,214,802
+59,036
854
$59.5M 0.01%
863,447
+61,434
855
$59.5M 0.01%
552,499
+13,540
856
$59.4M 0.01%
1,140,291
+241,301
857
$59.4M 0.01%
1,662,969
+572,577
858
$59.2M 0.01%
373,397
+289,143
859
$59.1M 0.01%
2,927,975
-69,587
860
$59M 0.01%
1,143,736
+201,987
861
$59M 0.01%
822,963
-247,149
862
$58.8M 0.01%
3,106,802
-55,055
863
$58.7M 0.01%
2,723,221
-1,836,111
864
$58.6M 0.01%
523,629
+38,595
865
$58.6M 0.01%
2,303,745
-482,133
866
$58.6M 0.01%
459,685
+297,842
867
$58.5M 0.01%
1,589,251
-333,434
868
$58.4M 0.01%
1,462,416
-2,536
869
$58.3M 0.01%
1,013,887
+214,088
870
$58.2M 0.01%
4,339,778
+634,853
871
$58.2M 0.01%
1,909,374
+147,262
872
$58.2M 0.01%
817,950
-64,751
873
$57.8M 0.01%
3,616,241
-998,387
874
$57.7M 0.01%
841,157
+87,357
875
$57.6M 0.01%
2,245,034
-225,113
33 34
35
36 37