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
1701
$19.7M ﹤0.01%
576,852
-10,467
1702
$19.7M ﹤0.01%
60,932
+1,169
1703
$19.7M ﹤0.01%
354,284
-56,890
1704
$19.6M ﹤0.01%
143,781
-43,784
1705
$19.6M ﹤0.01%
536,142
-5,184,949
1706
$19.6M ﹤0.01%
970,750
+85,214
1707
$19.6M ﹤0.01%
592,035
-13,065
1708
$19.6M ﹤0.01%
679,183
+67,401
1709
$19.6M ﹤0.01%
192,679
-31,726
1710
$19.6M ﹤0.01%
214,979
-114,402
1711
$19.5M ﹤0.01%
632,989
-256,628
1712
$19.5M ﹤0.01%
552,445
+290,625
1713
$19.5M ﹤0.01%
387,788
-89,009
1714
$19.5M ﹤0.01%
208,775
+113,117
1715
$19.4M ﹤0.01%
1,153,957
-189,719
1716
$19.4M ﹤0.01%
697,703
+231,888
1717
$19.4M ﹤0.01%
151,500
-198,133
1718
$19.3M ﹤0.01%
459,356
-49,207
1719
$19.3M ﹤0.01%
408,447
+105,636
1720
$19.3M ﹤0.01%
524,678
+580
1721
$19.3M ﹤0.01%
654,062
+150,203
1722
$19.3M ﹤0.01%
261,153
+29,974
1723
$19.2M ﹤0.01%
275,477
+118,210
1724
$19.2M ﹤0.01%
449,525
-22,723
1725
$19.2M ﹤0.01%
7,117,208
+193,518