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
1626
$21M 0.01%
1,192,052
+748,571
1627
$21M 0.01%
1,442,966
-15,913
1628
$21M 0.01%
313,242
+14,108
1629
$20.9M 0.01%
2,041,176
+118,168
1630
$20.9M 0.01%
722,646
-141,339
1631
$20.9M 0.01%
977,360
-629,164
1632
$20.9M 0.01%
415,238
+12,671
1633
$20.8M 0.01%
824,226
+12,663
1634
$20.8M 0.01%
4,837,774
+250,697
1635
$20.8M 0.01%
2,097,757
-9,342
1636
$20.8M 0.01%
720,112
+283,224
1637
$20.8M 0.01%
979,658
-36,296
1638
$20.8M 0.01%
855,694
+317,283
1639
$20.8M 0.01%
1,100,412
+54,670
1640
$20.8M 0.01%
5,639,969
+1,341,999
1641
$20.7M 0.01%
238,971
-82,076
1642
$20.7M 0.01%
64,641
-13,391
1643
$20.7M 0.01%
281,183
+46,138
1644
$20.6M 0.01%
19,143
-21,420
1645
$20.6M 0.01%
1,134,026
-31,029
1646
$20.6M 0.01%
903,919
-18,327
1647
$20.6M 0.01%
259,823
+83,830
1648
$20.6M 0.01%
193,434
+9,161
1649
$20.5M 0.01%
240,921
-2,199
1650
$20.5M 0.01%
356,257
+262,312
64 65
66
67 68