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
1401
$27.3M 0.01%
218,270
+147,737
1402
$27.2M 0.01%
+189,667
1403
$27.2M 0.01%
531,975
+140,274
1404
$27.1M 0.01%
478,056
-48,895
1405
$27.1M 0.01%
1,468,659
-120,077
1406
$27.1M 0.01%
494,876
+339,612
1407
$27M 0.01%
549,324
+307,443
1408
$26.9M 0.01%
710,137
-89,994
1409
$26.9M 0.01%
1,016,592
+64,341
1410
$26.9M 0.01%
785,646
-127,574
1411
$26.9M 0.01%
5,576,806
+712,143
1412
$26.9M 0.01%
818,721
+136,691
1413
$26.9M 0.01%
450,010
+20,500
1414
$26.9M 0.01%
1,541,517
-89,671
1415
$26.8M 0.01%
760,157
+40,483
1416
$26.8M 0.01%
466,649
+212,130
1417
$26.8M 0.01%
185,529
+4,673
1418
$26.7M 0.01%
1,386,771
-36,405
1419
$26.7M 0.01%
705,787
+310,994
1420
$26.7M 0.01%
642,640
+226,917
1421
$26.6M 0.01%
3,138,947
-12,875,894
1422
$26.6M 0.01%
3,380,358
+110,338
1423
$26.6M 0.01%
522,812
+53,877
1424
$26.6M 0.01%
1,845,644
-64,425
1425
$26.6M 0.01%
2,806,478
-719,297
55 56
57
58 59