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
1151
$37.7M 0.01%
791,881
-205
1152
$37.6M 0.01%
1,041,340
+82,643
1153
$37.5M 0.01%
950,728
-304,739
1154
$37.4M 0.01%
2,421,989
-529,503
1155
$37.4M 0.01%
370,102
+9,442
1156
$37.3M 0.01%
808,043
+484,377
1157
$37.1M 0.01%
1,120,879
-20,542
1158
$37.1M 0.01%
997,305
+187,525
1159
$37M 0.01%
1,342,453
-103,717
1160
$37M 0.01%
324,432
+79,019
1161
$36.9M 0.01%
594,345
-27,488
1162
$36.9M 0.01%
511,085
+26,698
1163
$36.8M 0.01%
1,006,201
+390,216
1164
$36.7M 0.01%
3,683,081
-627,227
1165
$36.7M 0.01%
367,529
+83,448
1166
$36.6M 0.01%
549,099
+381,466
1167
$36.6M 0.01%
403,506
-186,179
1168
$36.5M 0.01%
3,135,130
+369,293
1169
$36.5M 0.01%
805,877
+255,459
1170
$36.5M 0.01%
2,452,721
+122,510
1171
$36.5M 0.01%
461,560
+50,923
1172
$36.5M 0.01%
1,174,710
+500,950
1173
$36.5M 0.01%
1,542,710
+102,826
1174
$36.4M 0.01%
722,370
+119
1175
$36.4M 0.01%
1,436,603
+408,566
45 46
47
48 49