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
1451
$25.8M 0.01%
945,288
-13,516
1452
$25.7M 0.01%
520,462
-58,683
1453
$25.7M 0.01%
350,768
+114,804
1454
$25.7M 0.01%
1,832,434
+712,878
1455
$25.7M 0.01%
271
+141
1456
$25.7M 0.01%
1,383,625
-255,434
1457
$25.6M 0.01%
307,370
+268,559
1458
$25.6M 0.01%
1,315,209
-100,155
1459
$25.5M 0.01%
2,073,579
-301,367
1460
$25.5M 0.01%
244,004
+36,286
1461
$25.5M 0.01%
1,027,456
-382,344
1462
$25.5M 0.01%
1,364,637
+850,620
1463
$25.5M 0.01%
352,580
+283,324
1464
$25.4M 0.01%
1,612,615
+106,451
1465
$25.3M 0.01%
769,127
+299,359
1466
$25.3M 0.01%
271,667
-1,646
1467
$25.3M 0.01%
38,761
-5,102
1468
$25.3M 0.01%
298,719
+25,681
1469
$25.3M 0.01%
1,256,457
-361,853
1470
$25.3M 0.01%
1,203,688
+3,483
1471
$25.3M 0.01%
187,838
+126,456
1472
$25.3M 0.01%
342,679
-9,745
1473
$25.3M 0.01%
161,789
-116,735
1474
$25.2M 0.01%
87,780
-18,903
1475
$25.1M 0.01%
225,874
+23,978
57 58
59
60 61