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
1951
$15.1M ﹤0.01%
159,746
-20,976
1952
$15M ﹤0.01%
1,452,496
+15,229
1953
$15M ﹤0.01%
1,975,860
-880,978
1954
$15M ﹤0.01%
88,013
-44,394
1955
$15M ﹤0.01%
1,111,494
+62,137
1956
$15M ﹤0.01%
124,580
-37,718
1957
$15M ﹤0.01%
521,043
+438,948
1958
$15M ﹤0.01%
339,028
-43,557
1959
$15M ﹤0.01%
197,200
+7,297
1960
$15M ﹤0.01%
418,658
+88,262
1961
$15M ﹤0.01%
621,257
+33,799
1962
$15M ﹤0.01%
324,619
-23,955
1963
$15M ﹤0.01%
1,614,989
+69,026
1964
$14.9M ﹤0.01%
499,124
+307,613
1965
$14.9M ﹤0.01%
200,420
-34,837
1966
$14.9M ﹤0.01%
770,702
-596,884
1967
$14.9M ﹤0.01%
1,053,589
-27,820
1968
$14.9M ﹤0.01%
199,307
-198,870
1969
$14.9M ﹤0.01%
904,417
-17,224
1970
$14.9M ﹤0.01%
264,114
-68,265
1971
$14.9M ﹤0.01%
6,463,297
+1,737,223
1972
$14.9M ﹤0.01%
549,396
-81,643
1973
$14.9M ﹤0.01%
236,429
+39,839
1974
$14.8M ﹤0.01%
1,182,048
+46,939
1975
$14.8M ﹤0.01%
546,313
-45,435
77 78
79
80 81