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
1676
$20.1M 0.01%
497,490
-5,243
1677
$20.1M 0.01%
1,549,403
+73,798
1678
$20M 0.01%
197,342
-60,839
1679
$20M 0.01%
797,702
-68,446
1680
$20M 0.01%
942,420
+45,562
1681
$20M 0.01%
843,545
+137,915
1682
$20M 0.01%
668,583
+124,269
1683
$20M 0.01%
1,598,508
-75,937
1684
$19.9M 0.01%
1,856,640
+1,034,990
1685
$19.9M 0.01%
+425,278
1686
$19.9M 0.01%
1,290,002
+1,004,774
1687
$19.9M 0.01%
828,574
-93,598
1688
$19.9M 0.01%
112,660
-17,473
1689
$19.9M 0.01%
401,352
+245,164
1690
$19.9M 0.01%
554,571
-125,525
1691
$19.9M 0.01%
349,316
-60,783
1692
$19.9M 0.01%
53,369
+14,464
1693
$19.9M 0.01%
577,907
+179,680
1694
$19.9M 0.01%
2,290,358
-354,046
1695
$19.8M 0.01%
584,393
+383,488
1696
$19.8M 0.01%
806,333
-109,352
1697
$19.8M ﹤0.01%
161,962
+53,709
1698
$19.7M ﹤0.01%
1,087,884
+1,083,197
1699
$19.7M ﹤0.01%
320,721
+7,047
1700
$19.7M ﹤0.01%
704,136
+7,392
66 67
68
69 70