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
1476
$25M 0.01%
2,664,714
+575,829
1477
$25M 0.01%
1,656,910
-1,803,550
1478
$25M 0.01%
284,471
+102,377
1479
$25M 0.01%
318,527
-7,841
1480
$25M 0.01%
657,288
-375,106
1481
$24.9M 0.01%
1,080,441
+85,114
1482
$24.8M 0.01%
287,705
-399,105
1483
$24.8M 0.01%
304,124
-1,344
1484
$24.7M 0.01%
1,034,486
-599,224
1485
$24.7M 0.01%
308,582
+171,478
1486
$24.7M 0.01%
669,118
+394,920
1487
$24.7M 0.01%
1,081,165
+287,544
1488
$24.6M 0.01%
326,711
-2,648
1489
$24.6M 0.01%
629,957
+43,464
1490
$24.5M 0.01%
893,821
+156,059
1491
$24.5M 0.01%
306,988
+17,870
1492
$24.5M 0.01%
484,161
+104,436
1493
$24.4M 0.01%
311,671
-37,906
1494
$24.4M 0.01%
1,044,278
-120,211
1495
$24.4M 0.01%
292,420
+1,912
1496
$24.4M 0.01%
3,338,653
-104,517
1497
$24.4M 0.01%
1,727,389
+145,342
1498
$24.3M 0.01%
315,971
+1,114
1499
$24.3M 0.01%
386,192
+32,375
1500
$24.2M 0.01%
626,825
+116,704
58 59
60
61 62