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
1926
$15.4M ﹤0.01%
1,363,570
+180,653
1927
$15.4M ﹤0.01%
197,013
+115,168
1928
$15.4M ﹤0.01%
478,947
-98,807
1929
$15.4M ﹤0.01%
320,997
+64,097
1930
$15.4M ﹤0.01%
112,334
-36,059
1931
$15.3M ﹤0.01%
515,253
-116,013
1932
$15.3M ﹤0.01%
3,458,356
-2,990,526
1933
$15.3M ﹤0.01%
401,039
-40,700
1934
$15.3M ﹤0.01%
388,038
-702,457
1935
$15.3M ﹤0.01%
314,757
+5,673
1936
$15.3M ﹤0.01%
294,385
+135,032
1937
$15.3M ﹤0.01%
427,588
+19,252
1938
$15.3M ﹤0.01%
939,557
+208,020
1939
$15.3M ﹤0.01%
223,690
+15,565
1940
$15.2M ﹤0.01%
970,120
-2,102,311
1941
$15.2M ﹤0.01%
350,981
+17,332
1942
$15.2M ﹤0.01%
289,238
-5,432
1943
$15.2M ﹤0.01%
353,027
-50,550
1944
$15.2M ﹤0.01%
1,025,133
+310,787
1945
$15.1M ﹤0.01%
775,639
+658
1946
$15.1M ﹤0.01%
17,120
+2,868
1947
$15.1M ﹤0.01%
846,932
+10,084
1948
$15.1M ﹤0.01%
229,280
-23,317
1949
$15.1M ﹤0.01%
3,274,981
+1,311,752
1950
$15.1M ﹤0.01%
626,595
-274,571
76 77
78
79 80