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
2026
$14.2M ﹤0.01%
517,427
+56,140
2027
$14.2M ﹤0.01%
300,595
-19,782
2028
$14.2M ﹤0.01%
350,196
-57,242
2029
$14.2M ﹤0.01%
293,446
+155,883
2030
$14.2M ﹤0.01%
557,377
+174,035
2031
$14.2M ﹤0.01%
258,888
+142,225
2032
$14.1M ﹤0.01%
1,354,257
-31,131
2033
$14.1M ﹤0.01%
172,213
+11,373
2034
$14.1M ﹤0.01%
203,187
+126,015
2035
$14.1M ﹤0.01%
5,051,907
+1,520,211
2036
$14.1M ﹤0.01%
152,994
-77,381
2037
$14.1M ﹤0.01%
122,647
-11,303
2038
$14.1M ﹤0.01%
253,733
+83,226
2039
$14M ﹤0.01%
254,963
+54,057
2040
$14M ﹤0.01%
831,090
+595,294
2041
$14M ﹤0.01%
311,530
+77,231
2042
$14M ﹤0.01%
849,921
+4,208
2043
$14M ﹤0.01%
581,044
+175,195
2044
$14M ﹤0.01%
1,239,719
+331,389
2045
$14M ﹤0.01%
691,305
-95,560
2046
$14M ﹤0.01%
173,888
+1,849
2047
$14M ﹤0.01%
699,208
+167,421
2048
$13.9M ﹤0.01%
98,169
-7,526
2049
$13.9M ﹤0.01%
3,517
+768
2050
$13.9M ﹤0.01%
15,513
-5,198
80 81
82
83 84