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
1901
$15.8M ﹤0.01%
1,060,379
+53,809
1902
$15.8M ﹤0.01%
71,252
+13,677
1903
$15.8M ﹤0.01%
234,694
-23,156
1904
$15.7M ﹤0.01%
390,656
+23,837
1905
$15.7M ﹤0.01%
409,540
+321,041
1906
$15.7M ﹤0.01%
371,120
-136,010
1907
$15.7M ﹤0.01%
864,871
-2,546,046
1908
$15.7M ﹤0.01%
645,134
-116,253
1909
$15.6M ﹤0.01%
1,580,730
+125,488
1910
$15.6M ﹤0.01%
677,981
+132,729
1911
$15.6M ﹤0.01%
736,042
+93,628
1912
$15.6M ﹤0.01%
509,793
-75,659
1913
$15.6M ﹤0.01%
362,872
+171,639
1914
$15.6M ﹤0.01%
1,056,133
+176,577
1915
$15.5M ﹤0.01%
380,879
+247,154
1916
$15.5M ﹤0.01%
506,923
+14,842
1917
$15.5M ﹤0.01%
734,664
-78,784
1918
$15.5M ﹤0.01%
215,544
+145,467
1919
$15.5M ﹤0.01%
1,402,896
+114,445
1920
$15.5M ﹤0.01%
255,651
-101,082
1921
$15.5M ﹤0.01%
675,322
-161,262
1922
$15.4M ﹤0.01%
410,861
+348,886
1923
$15.4M ﹤0.01%
491,565
-281,599
1924
$15.4M ﹤0.01%
1,564,416
-11,973
1925
$15.4M ﹤0.01%
884,222
+135,475
75 76
77
78 79