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
1026
$44.8M 0.01%
851,077
-198,324
1027
$44.5M 0.01%
905,259
-91,906
1028
$44.5M 0.01%
1,353,712
+411,250
1029
$44.4M 0.01%
695,793
+59,581
1030
$44.3M 0.01%
2,917,360
-661,116
1031
$44.2M 0.01%
976,267
-64,822
1032
$44.2M 0.01%
2,410,320
+359,324
1033
$44.2M 0.01%
268,632
+51,491
1034
$44M 0.01%
934,784
+210,318
1035
$43.9M 0.01%
821,256
+126,913
1036
$43.8M 0.01%
4,426,530
+2,491,650
1037
$43.6M 0.01%
568,243
+22,018
1038
$43.5M 0.01%
1,144,367
+729,774
1039
$43.5M 0.01%
1,051,519
-341,312
1040
$43.5M 0.01%
653,628
+58,401
1041
$43.4M 0.01%
1,016,710
+82,456
1042
$43.4M 0.01%
1,000,724
+172,467
1043
$43.3M 0.01%
618,279
+350,248
1044
$43.3M 0.01%
727,197
-115,370
1045
$43.2M 0.01%
445,809
-141,367
1046
$43.2M 0.01%
788,904
+552,637
1047
$43.1M 0.01%
930,974
+174,235
1048
$43.1M 0.01%
3,138,139
-200,293
1049
$43.1M 0.01%
2,224,907
+194,686
1050
$43.1M 0.01%
242,774
+77,095
40 41
42
43 44