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
1826
$17.1M ﹤0.01%
4,097,132
+227,049
1827
$17.1M ﹤0.01%
1,371,638
+701,745
1828
$17M ﹤0.01%
1,208,571
+298,898
1829
$17M ﹤0.01%
180,444
-26,820
1830
$17M ﹤0.01%
802,952
+18,269
1831
$17M ﹤0.01%
333,812
-166,968
1832
$17M ﹤0.01%
692,698
+23,181
1833
$17M ﹤0.01%
238,139
+305
1834
$17M ﹤0.01%
263,570
-12,873
1835
$17M ﹤0.01%
1,015,458
+87,355
1836
$16.9M ﹤0.01%
731,334
-27,603
1837
$16.9M ﹤0.01%
378,486
-210,016
1838
$16.9M ﹤0.01%
192,804
+9,710
1839
$16.8M ﹤0.01%
156,343
-51,549
1840
$16.8M ﹤0.01%
621,041
+94,984
1841
$16.8M ﹤0.01%
645,286
+16,795
1842
$16.8M ﹤0.01%
766,498
+92,699
1843
$16.8M ﹤0.01%
280,061
-40,101
1844
$16.8M ﹤0.01%
1,251,156
+51,809
1845
$16.8M ﹤0.01%
253,249
+102,885
1846
$16.8M ﹤0.01%
946,715
+115,844
1847
$16.7M ﹤0.01%
378,493
-133,162
1848
$16.7M ﹤0.01%
310,164
+10,761
1849
$16.7M ﹤0.01%
254,168
+78,700
1850
$16.7M ﹤0.01%
228,756
-63,662
72 73
74
75 76