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
926
$54.2M 0.01%
515,814
-50,654
927
$53.6M 0.01%
2,290,198
-656,704
928
$53.2M 0.01%
1,108,226
+42,425
929
$53.1M 0.01%
560,754
-178,827
930
$53.1M 0.01%
781,834
+169,604
931
$53M 0.01%
9,252,492
-217,341
932
$52.9M 0.01%
380,244
+83,480
933
$52.9M 0.01%
1,201,586
+383,999
934
$52.7M 0.01%
1,032,427
-346,770
935
$52.6M 0.01%
1,024,390
-273,598
936
$52.6M 0.01%
1,183,367
-3,449
937
$52.5M 0.01%
2,046,590
+508,396
938
$52.4M 0.01%
2,808,910
-744,967
939
$52.3M 0.01%
160,864
-15,010
940
$52.2M 0.01%
1,531,767
-269,080
941
$52M 0.01%
797,029
+36,079
942
$51.7M 0.01%
1,445,150
+757,704
943
$51.7M 0.01%
2,450,862
+325,682
944
$51.6M 0.01%
1,034,602
+421,070
945
$51.4M 0.01%
877,240
-376,495
946
$51.3M 0.01%
4,014,462
-187,367
947
$51.1M 0.01%
463,897
+140,675
948
$51.1M 0.01%
4,647,734
+90,811
949
$51M 0.01%
684,576
+75,237
950
$50.8M 0.01%
827,307
+40,093
36 37
38
39 40