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
1076
$41.6M 0.01%
876,925
-3,711
1077
$41.6M 0.01%
2,873,637
+563,741
1078
$41.5M 0.01%
2,044,783
-2,830
1079
$41.5M 0.01%
913,647
+606,627
1080
$41.5M 0.01%
655,146
+64,539
1081
$41.4M 0.01%
824,564
+173,600
1082
$41.4M 0.01%
524,728
+347,504
1083
$41.3M 0.01%
1,079,977
-96,457
1084
$41.3M 0.01%
1,713,920
-531,559
1085
$41.3M 0.01%
331,792
-96,312
1086
$41.2M 0.01%
963,200
+139,847
1087
$41.2M 0.01%
4,737,449
+233,776
1088
$41.1M 0.01%
2,901,941
+4,318
1089
$41.1M 0.01%
2,444,300
-45,890
1090
$41.1M 0.01%
4,029,809
-195,556
1091
$41M 0.01%
1,979,048
+301,880
1092
$41M 0.01%
3,319,827
-122,142
1093
$40.9M 0.01%
835,589
+794,719
1094
$40.9M 0.01%
1,237,688
+237,658
1095
$40.8M 0.01%
1,305,965
+489,275
1096
$40.8M 0.01%
1,309,964
+195,966
1097
$40.6M 0.01%
822,058
+79,510
1098
$40.6M 0.01%
3,646,172
+56,447
1099
$40.6M 0.01%
1,427,695
+405,688
1100
$40.5M 0.01%
2,741,507
+1,613,344
42 43
44
45 46