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
1726
$19.2M ﹤0.01%
528,513
-27,599
1727
$19.2M ﹤0.01%
866,936
-38,009
1728
$19.2M ﹤0.01%
416,068
+40,722
1729
$19.2M ﹤0.01%
4,025,518
+53,087
1730
$19.2M ﹤0.01%
364,447
-39,287
1731
$19.1M ﹤0.01%
1,880,633
-5,221,251
1732
$19.1M ﹤0.01%
3,132,757
-362,740
1733
$19M ﹤0.01%
680,724
+116,351
1734
$19M ﹤0.01%
253,412
-19,012
1735
$19M ﹤0.01%
113,622
-33,893
1736
$18.9M ﹤0.01%
1,635,269
-476,391
1737
$18.8M ﹤0.01%
241,278
-105,885
1738
$18.8M ﹤0.01%
1,130,036
-453,624
1739
$18.8M ﹤0.01%
211,099
+81,483
1740
$18.8M ﹤0.01%
1,000,489
-27,368
1741
$18.8M ﹤0.01%
143,564
+48,500
1742
$18.8M ﹤0.01%
1,193,365
+78,287
1743
$18.8M ﹤0.01%
213,116
-38,445
1744
$18.7M ﹤0.01%
218,015
+62,393
1745
$18.7M ﹤0.01%
195,203
-18,016
1746
$18.7M ﹤0.01%
843,584
-36,934
1747
$18.7M ﹤0.01%
527,033
-775,190
1748
$18.7M ﹤0.01%
226,691
+124,057
1749
$18.7M ﹤0.01%
1,153,799
+7,683
1750
$18.6M ﹤0.01%
494,694
+16,996
68 69
70
71 72