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
1751
$18.6M ﹤0.01%
118,241
-14,853
1752
$18.6M ﹤0.01%
501,543
-313,203
1753
$18.6M ﹤0.01%
214,137
-13,437
1754
$18.6M ﹤0.01%
1,106,972
-138,952
1755
$18.6M ﹤0.01%
654,513
+39,113
1756
$18.5M ﹤0.01%
255,966
+27,535
1757
$18.5M ﹤0.01%
592,133
+538,853
1758
$18.5M ﹤0.01%
773,663
-446,497
1759
$18.5M ﹤0.01%
193,467
+42,552
1760
$18.5M ﹤0.01%
234,963
-19,741
1761
$18.5M ﹤0.01%
388,914
+57,691
1762
$18.5M ﹤0.01%
3,604,009
+188,965
1763
$18.5M ﹤0.01%
418,256
-961,603
1764
$18.5M ﹤0.01%
286,887
+165,366
1765
$18.4M ﹤0.01%
411,958
-212,462
1766
$18.4M ﹤0.01%
754,375
+403,727
1767
$18.4M ﹤0.01%
1,126,302
-389,238
1768
$18.4M ﹤0.01%
443,533
-396,628
1769
$18.3M ﹤0.01%
339,967
+173,115
1770
$18.3M ﹤0.01%
439,662
+180,264
1771
$18.3M ﹤0.01%
189,253
-68,857
1772
$18.3M ﹤0.01%
389,163
-107,798
1773
$18.3M ﹤0.01%
317,652
-15,332
1774
$18.3M ﹤0.01%
543,277
-175,801
1775
$18.3M ﹤0.01%
7,546,068
+3,327,118
69 70
71
72 73