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
1301
$30.7M 0.01%
1,370,704
+87,097
1302
$30.7M 0.01%
1,467,680
+33,260
1303
$30.6M 0.01%
1,036,514
-150,947
1304
$30.6M 0.01%
2,213,612
+1,314,924
1305
$30.6M 0.01%
1,635,823
+1,157,250
1306
$30.5M 0.01%
346,386
-156,757
1307
$30.5M 0.01%
899,420
+544,621
1308
$30.5M 0.01%
613,469
-296,543
1309
$30.5M 0.01%
188,575
-121,631
1310
$30.4M 0.01%
1,192,784
+108,099
1311
$30.4M 0.01%
563,195
+242,532
1312
$30.4M 0.01%
697,210
+28,884
1313
$30.3M 0.01%
326,513
+67,809
1314
$30.3M 0.01%
821,928
-27,351
1315
$30.3M 0.01%
272,695
-2,039
1316
$30.3M 0.01%
2,168,559
+7,438
1317
$30.2M 0.01%
459,674
-6,360
1318
$30.2M 0.01%
1,061,897
-62,687
1319
$30.2M 0.01%
2,738,529
+1,889,492
1320
$30.1M 0.01%
771,961
-274,951
1321
$30.1M 0.01%
244,033
+144,230
1322
$30.1M 0.01%
2,578,771
+73,797
1323
$29.9M 0.01%
556,655
-86,919
1324
$29.9M 0.01%
460,058
-68,998
1325
$29.8M 0.01%
435,994
+83,938
51 52
53
54 55