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
1001
$47.3M 0.01%
1,840,101
+890,205
1002
$46.9M 0.01%
681,492
-94,172
1003
$46.9M 0.01%
457,711
+15,769
1004
$46.8M 0.01%
886,994
+305,261
1005
$46.7M 0.01%
2,941,520
+465,082
1006
$46.7M 0.01%
820,761
-18,144
1007
$46.7M 0.01%
3,166,468
-56,361
1008
$46.5M 0.01%
285,313
-403,223
1009
$46.4M 0.01%
1,126,370
+189,368
1010
$46.2M 0.01%
2,594,537
+105,257
1011
$46M 0.01%
1,553,077
-248,283
1012
$46M 0.01%
311,314
+14,022
1013
$45.9M 0.01%
2,568,231
+336,398
1014
$45.7M 0.01%
880,026
-61,214
1015
$45.6M 0.01%
526,492
+34,310
1016
$45.5M 0.01%
1,246,332
+363,956
1017
$45.4M 0.01%
1,039,742
-294,553
1018
$45.4M 0.01%
258,735
-244,509
1019
$45.3M 0.01%
1,177,592
+283,084
1020
$45.2M 0.01%
544,346
+375,952
1021
$45.1M 0.01%
5,125,882
+561,794
1022
$45.1M 0.01%
1,036,970
-122,071
1023
$45M 0.01%
775,217
+62,127
1024
$44.9M 0.01%
1,928,803
+150,820
1025
$44.9M 0.01%
1,438,953
-426,488
39 40
41
42 43