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
1601
$21.6M 0.01%
353,768
-157,383
1602
$21.6M 0.01%
327,954
-84,832
1603
$21.6M 0.01%
145,253
+39,409
1604
$21.6M 0.01%
536,529
+362,461
1605
$21.6M 0.01%
1,534,670
+988,860
1606
$21.6M 0.01%
9,794,992
+326,505
1607
$21.5M 0.01%
1,628,204
+1,150,276
1608
$21.5M 0.01%
93,579
+13,499
1609
$21.5M 0.01%
679,573
-335,694
1610
$21.5M 0.01%
1,151,350
+138,945
1611
$21.5M 0.01%
297,514
-45,137
1612
$21.4M 0.01%
283,393
+189,127
1613
$21.4M 0.01%
454,983
+217,582
1614
$21.4M 0.01%
921,657
-2,939,338
1615
$21.3M 0.01%
786,410
-152,428
1616
$21.3M 0.01%
3,131,386
1617
$21.3M 0.01%
856,933
-60,102
1618
$21.3M 0.01%
295,860
-2,253
1619
$21.3M 0.01%
775,803
+7,506
1620
$21.3M 0.01%
281,968
-61,375
1621
$21.3M 0.01%
476,337
+54,156
1622
$21.2M 0.01%
891,440
+670,844
1623
$21.1M 0.01%
664,514
+84,569
1624
$21.1M 0.01%
328,749
+171,603
1625
$21.1M 0.01%
278,599
-45,635
63 64
65
66 67