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
1051
$43.1M 0.01%
268,922
+45,588
1052
$43M 0.01%
3,074,113
+1,112,204
1053
$43M 0.01%
651,026
+141,196
1054
$43M 0.01%
1,300,394
+422,568
1055
$42.9M 0.01%
2,017,584
-48,170
1056
$42.9M 0.01%
875,383
-343,071
1057
$42.9M 0.01%
236,587
-189,625
1058
$42.8M 0.01%
663,840
-362,473
1059
$42.7M 0.01%
2,494,820
+464,448
1060
$42.6M 0.01%
878,319
+295,396
1061
$42.5M 0.01%
1,883,181
+502,622
1062
$42.5M 0.01%
1,127,278
-267,377
1063
$42.5M 0.01%
3,238,555
-257,360
1064
$42.3M 0.01%
845,566
-44,612
1065
$42.2M 0.01%
1,066,643
+256,104
1066
$42.2M 0.01%
862,800
+117,352
1067
$42.2M 0.01%
1,790,832
-92,528
1068
$42.1M 0.01%
814,947
+414,802
1069
$42M 0.01%
3,099,747
+1,936,713
1070
$42M 0.01%
636,564
+211,215
1071
$42M 0.01%
894,888
+176,154
1072
$41.8M 0.01%
3,666,772
-830,329
1073
$41.8M 0.01%
963,594
+817,914
1074
$41.7M 0.01%
1,713,528
+259,919
1075
$41.7M 0.01%
1,673,423
+757,355
41 42
43
44 45