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
1276
$31.7M 0.01%
590,725
+28,471
1277
$31.7M 0.01%
844,131
-127,912
1278
$31.6M 0.01%
377,247
-163,001
1279
$31.6M 0.01%
788,644
+239,929
1280
$31.6M 0.01%
666,348
-26,624
1281
$31.5M 0.01%
887,037
-63,932
1282
$31.5M 0.01%
1,296,455
+475,786
1283
$31.4M 0.01%
978,295
+28,525
1284
$31.4M 0.01%
640,634
-102,028
1285
$31.3M 0.01%
1,248,701
-215,936
1286
$31.3M 0.01%
411,770
-57,045
1287
$31.2M 0.01%
243,628
+21,129
1288
$31.1M 0.01%
1,709,826
-81,458
1289
$31.1M 0.01%
778,270
-618,035
1290
$31M 0.01%
2,465,432
+2,268,336
1291
$31M 0.01%
1,771,308
+106,661
1292
$31M 0.01%
960,676
+754,625
1293
$30.9M 0.01%
4,208,995
-2,479,444
1294
$30.9M 0.01%
1,467,596
+265,374
1295
$30.9M 0.01%
667,398
+145,710
1296
$30.8M 0.01%
235,108
+4,268
1297
$30.8M 0.01%
551,606
+429,912
1298
$30.8M 0.01%
268,544
-103,518
1299
$30.8M 0.01%
522,121
+234,672
1300
$30.7M 0.01%
260,515
-126,141
50 51
52
53 54