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
1126
$39.2M 0.01%
749,005
-436,449
1127
$39.2M 0.01%
368,962
+187,985
1128
$39.1M 0.01%
987,468
+50,925
1129
$38.8M 0.01%
71,816
+8,409
1130
$38.6M 0.01%
1,255,925
+584,195
1131
$38.5M 0.01%
557,799
-32,138
1132
$38.4M 0.01%
485,927
+63,834
1133
$38.4M 0.01%
366,047
+104,694
1134
$38.4M 0.01%
925,527
+165,047
1135
$38.3M 0.01%
2,579,937
+255,802
1136
$38.3M 0.01%
549,344
+3,910
1137
$38.3M 0.01%
689,382
+312,414
1138
$38.3M 0.01%
1,195,380
+40,649
1139
$38.2M 0.01%
1,432,293
-46,435
1140
$38.2M 0.01%
1,287,903
-411,997
1141
$38.2M 0.01%
607,377
+11,479
1142
$38.1M 0.01%
292,705
+30,712
1143
$38.1M 0.01%
15,406
-1,934
1144
$38M 0.01%
3,100,635
+15,329
1145
$38M 0.01%
673,401
+116,958
1146
$37.9M 0.01%
937,013
-906,535
1147
$37.8M 0.01%
1,366,747
-202,427
1148
$37.8M 0.01%
778,723
+157,728
1149
$37.7M 0.01%
1,175,622
-29,439
1150
$37.7M 0.01%
2,105,227
+885,086
44 45
46
47 48