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
1201
$35.1M 0.01%
561,905
+33,764
1202
$35.1M 0.01%
2,231,108
-63,636
1203
$35M 0.01%
153,016
-50,410
1204
$34.9M 0.01%
393,050
+133,086
1205
$34.8M 0.01%
1,753,213
-104,247
1206
$34.8M 0.01%
135,775
-11,025
1207
$34.8M 0.01%
347,104
+141,200
1208
$34.7M 0.01%
1,026,354
-277,440
1209
$34.7M 0.01%
1,191,568
+10,332
1210
$34.6M 0.01%
690,508
-241,274
1211
$34.6M 0.01%
5,484,236
-7,786,538
1212
$34.5M 0.01%
787,710
+141,757
1213
$34.4M 0.01%
1,254,046
+364,143
1214
$34.4M 0.01%
4,009,645
+2,278,635
1215
$34.4M 0.01%
586,130
+316,081
1216
$34.4M 0.01%
523,193
-157,204
1217
$34.4M 0.01%
417,699
+116,694
1218
$34.3M 0.01%
1,806,996
+236,423
1219
$34.3M 0.01%
1,269,765
-481,709
1220
$34.2M 0.01%
774,524
-1,054,487
1221
$34.2M 0.01%
26,249
+1,132
1222
$34.1M 0.01%
236,391
-127,068
1223
$34.1M 0.01%
225,986
-163,237
1224
$34.1M 0.01%
731,978
+43,032
1225
$34.1M 0.01%
1,119,125
-27,564
47 48
49
50 51