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
2101
$13.3M ﹤0.01%
586,982
+445,508
2102
$13.3M ﹤0.01%
515,259
+358,123
2103
$13.3M ﹤0.01%
242,013
+114,654
2104
$13.3M ﹤0.01%
637,125
-548,007
2105
$13.2M ﹤0.01%
234,590
+25,679
2106
$13.2M ﹤0.01%
920,396
+234,340
2107
$13.2M ﹤0.01%
232,193
-34,996
2108
$13.2M ﹤0.01%
242,814
+24,757
2109
$13.2M ﹤0.01%
532,499
-147,432
2110
$13.2M ﹤0.01%
124,710
-226,107
2111
$13.2M ﹤0.01%
880,542
+21,832
2112
$13.2M ﹤0.01%
291,920
+60
2113
$13.2M ﹤0.01%
1,290,609
+34,095
2114
$13.2M ﹤0.01%
214,000
-80,883
2115
$13.1M ﹤0.01%
649,494
-55,789
2116
$13.1M ﹤0.01%
1,729,492
+322,139
2117
$13.1M ﹤0.01%
1,075,027
-30,836
2118
$13.1M ﹤0.01%
557,204
-96,289
2119
$13.1M ﹤0.01%
586,790
+272,606
2120
$13.1M ﹤0.01%
185,168
+30,381
2121
$13.1M ﹤0.01%
469,070
+195,216
2122
$13.1M ﹤0.01%
425,148
-146,456
2123
$13M ﹤0.01%
190,679
+20,933
2124
$13M ﹤0.01%
829,602
+18,933
2125
$13M ﹤0.01%
462,554
+17,066
83 84
85
86 87