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
1326
$29.8M 0.01%
557,904
+77,440
1327
$29.8M 0.01%
833,473
-255,418
1328
$29.7M 0.01%
483,437
-474,344
1329
$29.7M 0.01%
1,183,683
+212,177
1330
$29.7M 0.01%
243,679
+87,036
1331
$29.7M 0.01%
2,037,096
-4,646
1332
$29.6M 0.01%
722,048
-221,488
1333
$29.6M 0.01%
4,040,466
-187,967
1334
$29.6M 0.01%
882,497
+103,793
1335
$29.5M 0.01%
673,694
+53,646
1336
$29.4M 0.01%
379,987
-34,456
1337
$29.4M 0.01%
3,088,879
+106,647
1338
$29.3M 0.01%
4,618,575
+2,225,693
1339
$29.3M 0.01%
1,897,383
+1,594,832
1340
$29.3M 0.01%
1,553,564
-1,054,278
1341
$29.2M 0.01%
1,297,995
+47,688
1342
$29.1M 0.01%
1,874,942
+20,038
1343
$29.1M 0.01%
1,194,430
+221,963
1344
$29.1M 0.01%
441,403
-124,667
1345
$29M 0.01%
362,733
+47,102
1346
$28.9M 0.01%
3,036,766
+78,249
1347
$28.9M 0.01%
173,252
+110,457
1348
$28.9M 0.01%
876,932
+186,636
1349
$28.9M 0.01%
665,442
+263,371
1350
$28.8M 0.01%
517,181
+281,404
52 53
54
55 56