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
1876
$16.3M ﹤0.01%
272,260
+200,839
1877
$16.3M ﹤0.01%
1,636,705
-79,048
1878
$16.3M ﹤0.01%
338,663
+204,088
1879
$16.3M ﹤0.01%
311,591
-2,968
1880
$16.2M ﹤0.01%
471,695
-206,964
1881
$16.2M ﹤0.01%
1,056,917
+927,403
1882
$16.2M ﹤0.01%
229,607
-181,911
1883
$16.2M ﹤0.01%
414,961
+111,792
1884
$16.1M ﹤0.01%
63,786
+33,102
1885
$16.1M ﹤0.01%
385,306
-13,647
1886
$16.1M ﹤0.01%
+1,788,392
1887
$16.1M ﹤0.01%
502,590
-171,429
1888
$16.1M ﹤0.01%
2,015,433
-13,374
1889
$16M ﹤0.01%
199,782
+74,689
1890
$16M ﹤0.01%
947,916
-32,396
1891
$16M ﹤0.01%
741,803
-421,733
1892
$16M ﹤0.01%
238,528
+72,611
1893
$16M ﹤0.01%
2,274,306
+1,475,122
1894
$15.9M ﹤0.01%
481,271
+273,385
1895
$15.9M ﹤0.01%
260,828
+68,279
1896
$15.9M ﹤0.01%
301,158
-190,581
1897
$15.9M ﹤0.01%
332,004
+214,917
1898
$15.9M ﹤0.01%
1,462,958
+30,517
1899
$15.8M ﹤0.01%
951,601
+30,958
1900
$15.8M ﹤0.01%
535,230
-201,075