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
1776
$18.2M ﹤0.01%
274,876
-72,649
1777
$18.2M ﹤0.01%
580,131
+49,248
1778
$18.2M ﹤0.01%
121,904
+47,530
1779
$18.1M ﹤0.01%
195,273
+70,470
1780
$18.1M ﹤0.01%
320,464
+57,462
1781
$18.1M ﹤0.01%
446,367
+62,204
1782
$18.1M ﹤0.01%
540,275
+9,873
1783
$18.1M ﹤0.01%
590,246
-27,705
1784
$18.1M ﹤0.01%
467,817
-92,574
1785
$18.1M ﹤0.01%
170,037
-36,966
1786
$18.1M ﹤0.01%
459,510
+23,718
1787
$18.1M ﹤0.01%
532,471
+90,373
1788
$18.1M ﹤0.01%
440,817
+87,831
1789
$18M ﹤0.01%
91,131
+41,566
1790
$18M ﹤0.01%
103,855
+59,302
1791
$18M ﹤0.01%
296,476
+30,326
1792
$18M ﹤0.01%
11,861
-1,847
1793
$18M ﹤0.01%
521,984
+359,890
1794
$18M ﹤0.01%
439,308
+117,075
1795
$17.9M ﹤0.01%
1,402,023
+922,297
1796
$17.9M ﹤0.01%
1,116,239
+6,282
1797
$17.8M ﹤0.01%
1,868,548
-951,490
1798
$17.8M ﹤0.01%
618,973
+119,735
1799
$17.8M ﹤0.01%
273,969
-88,711
1800
$17.7M ﹤0.01%
512,655
-488,672
70 71
72
73 74