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
1801
$17.7M ﹤0.01%
275,282
-4,499
1802
$17.7M ﹤0.01%
1,446,993
+11,353
1803
$17.7M ﹤0.01%
893,717
+44,552
1804
$17.7M ﹤0.01%
149,269
+14,061
1805
$17.7M ﹤0.01%
128,505
-108,068
1806
$17.6M ﹤0.01%
163,365
-124,365
1807
$17.6M ﹤0.01%
273,614
+9,995
1808
$17.6M ﹤0.01%
224,933
+5,821
1809
$17.6M ﹤0.01%
767,289
-165,400
1810
$17.6M ﹤0.01%
307,105
+176,274
1811
$17.6M ﹤0.01%
211,625
+74,235
1812
$17.6M ﹤0.01%
589,669
-124,530
1813
$17.6M ﹤0.01%
231,525
-51,246
1814
$17.5M ﹤0.01%
524,698
+142,455
1815
$17.4M ﹤0.01%
708,175
+540,942
1816
$17.3M ﹤0.01%
688,031
+11,662
1817
$17.2M ﹤0.01%
199,126
-19,164
1818
$17.2M ﹤0.01%
131,969
+31,733
1819
$17.2M ﹤0.01%
448,393
+248,308
1820
$17.2M ﹤0.01%
361,367
-90,706
1821
$17.2M ﹤0.01%
893,241
+27,290
1822
$17.2M ﹤0.01%
733,600
+500,674
1823
$17.2M ﹤0.01%
402,572
+83,659
1824
$17.2M ﹤0.01%
692,166
+10,886
1825
$17.1M ﹤0.01%
59,557
-8,413