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
1651
$20.5M 0.01%
1,706,277
-711,191
1652
$20.5M 0.01%
458,477
+34,023
1653
$20.5M 0.01%
633,821
-222,054
1654
$20.5M 0.01%
927,103
-526,004
1655
$20.5M 0.01%
1,545,060
-111,542
1656
$20.5M 0.01%
785,911
-188,015
1657
$20.5M 0.01%
726,835
-507,332
1658
$20.4M 0.01%
5,121,503
-498,992
1659
$20.4M 0.01%
1,464,699
-332,958
1660
$20.3M 0.01%
360,592
+145,150
1661
$20.3M 0.01%
270,994
+27,694
1662
$20.3M 0.01%
306,566
-46,428
1663
$20.3M 0.01%
210,753
-57,243
1664
$20.3M 0.01%
1,098,920
-189,244
1665
$20.2M 0.01%
174,753
-14,211
1666
$20.2M 0.01%
124,836
-14,405
1667
$20.2M 0.01%
223,205
+1,820
1668
$20.2M 0.01%
336,895
-22,149
1669
$20.1M 0.01%
259,557
-12,844
1670
$20.1M 0.01%
632,790
+402
1671
$20.1M 0.01%
1,204,384
+163,878
1672
$20.1M 0.01%
175,818
-31,966
1673
$20.1M 0.01%
464,392
-49,282
1674
$20.1M 0.01%
483,354
-992,169
1675
$20.1M 0.01%
359,660
-13,774
65 66
67
68 69