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
2076
$13.6M ﹤0.01%
303,809
-78,945
2077
$13.6M ﹤0.01%
274,591
-33,271
2078
$13.6M ﹤0.01%
275,286
-1,996,129
2079
$13.6M ﹤0.01%
481,450
+96,847
2080
$13.6M ﹤0.01%
762,621
+282,969
2081
$13.6M ﹤0.01%
685,516
+41,605
2082
$13.6M ﹤0.01%
1,372,960
+645,018
2083
$13.6M ﹤0.01%
190,892
-26,838
2084
$13.6M ﹤0.01%
275,769
+166,933
2085
$13.6M ﹤0.01%
1,047,320
-47
2086
$13.5M ﹤0.01%
188,786
+93,741
2087
$13.5M ﹤0.01%
224,451
-19,294
2088
$13.5M ﹤0.01%
923,436
+729,322
2089
$13.5M ﹤0.01%
594,155
+54,912
2090
$13.5M ﹤0.01%
232,564
+33,837
2091
$13.4M ﹤0.01%
95,165
-25,704
2092
$13.4M ﹤0.01%
253,251
-6,506
2093
$13.4M ﹤0.01%
4,616,825
+1,504,301
2094
$13.4M ﹤0.01%
256,408
-7,098
2095
$13.4M ﹤0.01%
127,787
-2,864
2096
$13.4M ﹤0.01%
186,970
-14,825
2097
$13.3M ﹤0.01%
1,389,176
-632,592
2098
$13.3M ﹤0.01%
182,318
-46,143
2099
$13.3M ﹤0.01%
295,164
-20,499
2100
$13.3M ﹤0.01%
405,181
+9,892
82 83
84
85 86