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
1426
$26.5M 0.01%
1,092,359
+214,725
1427
$26.5M 0.01%
490,487
-78,177
1428
$26.5M 0.01%
1,571,652
-86,365
1429
$26.5M 0.01%
736,305
+212,685
1430
$26.4M 0.01%
892,963
+81,764
1431
$26.4M 0.01%
530,529
-13,691
1432
$26.4M 0.01%
758,332
-7,416
1433
$26.4M 0.01%
2,351,488
+72,326
1434
$26.4M 0.01%
691,886
+42,840
1435
$26.3M 0.01%
625,667
+154,798
1436
$26.3M 0.01%
2,989,230
+224,383
1437
$26.3M 0.01%
213,768
+117,168
1438
$26.3M 0.01%
617,209
-107,943
1439
$26.2M 0.01%
2,559,254
-376,051
1440
$26.2M 0.01%
438,756
+136,853
1441
$26.2M 0.01%
477,740
+19,018
1442
$26.2M 0.01%
5,725,242
-1,747,911
1443
$26.1M 0.01%
592,917
-323,567
1444
$26.1M 0.01%
265,436
-254,491
1445
$26M 0.01%
736,218
+4,978
1446
$25.9M 0.01%
1,031,081
+292,520
1447
$25.9M 0.01%
576,053
+525,474
1448
$25.9M 0.01%
383,146
+145,606
1449
$25.9M 0.01%
232,736
-237,716
1450
$25.9M 0.01%
823,078
+195,155