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
1101
$40.4M 0.01%
3,192,227
-135,955
1102
$40.4M 0.01%
21,343
-549
1103
$40.3M 0.01%
708,278
-42,416
1104
$40.3M 0.01%
505,069
+11,735
1105
$40.3M 0.01%
3,836,184
-57,359
1106
$40.3M 0.01%
989,665
+455,093
1107
$40.2M 0.01%
2,993,624
-51,070
1108
$40.2M 0.01%
2,043
+378
1109
$40.1M 0.01%
4,288,481
+119,229
1110
$40.1M 0.01%
644,970
+14,105
1111
$40M 0.01%
1,346,649
-966,949
1112
$39.8M 0.01%
626,490
-28,903
1113
$39.8M 0.01%
6,383,278
+2,879,113
1114
$39.7M 0.01%
363,671
-74,313
1115
$39.7M 0.01%
2,486,821
+122,496
1116
$39.6M 0.01%
1,043,398
-51,623
1117
$39.6M 0.01%
2,650,449
-35,258
1118
$39.6M 0.01%
1,756,953
-56,101
1119
$39.6M 0.01%
335,346
+218,091
1120
$39.5M 0.01%
1,493,398
-204,869
1121
$39.5M 0.01%
408,210
+187,290
1122
$39.4M 0.01%
830,644
-170,901
1123
$39.4M 0.01%
1,208,731
+48,364
1124
$39.4M 0.01%
1,394,334
-115,206
1125
$39.3M 0.01%
710,024
-3,872
43 44
45
46 47