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
1576
$22.5M 0.01%
223,418
-94,187
1577
$22.4M 0.01%
576,082
+174,731
1578
$22.4M 0.01%
341,519
-72,124
1579
$22.3M 0.01%
409,137
+66,180
1580
$22.3M 0.01%
615,606
+48,093
1581
$22.2M 0.01%
1,220,280
+453,903
1582
$22.2M 0.01%
225,386
+17,622
1583
$22.2M 0.01%
677,621
-22,406
1584
$22.2M 0.01%
+718,703
1585
$22.2M 0.01%
+20,730
1586
$22.1M 0.01%
1,114,007
-56,318
1587
$22.1M 0.01%
174,905
+92,909
1588
$22.1M 0.01%
926,202
+891,074
1589
$22.1M 0.01%
3,884,212
+1,097,560
1590
$22M 0.01%
471,234
+39,165
1591
$22M 0.01%
2,004,181
+768,183
1592
$22M 0.01%
288,631
+204,770
1593
$22M 0.01%
157,907
+14,575
1594
$21.8M 0.01%
1,709,460
+266,463
1595
$21.8M 0.01%
378,984
-185,556
1596
$21.8M 0.01%
1,706,728
+327,106
1597
$21.7M 0.01%
1,027,246
-489,702
1598
$21.7M 0.01%
1,494,629
+120,938
1599
$21.6M 0.01%
443,365
-46,995
1600
$21.6M 0.01%
243,194
+62,935
62 63
64
65 66