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
2151
$12.7M ﹤0.01%
82,894
+24,256
2152
$12.7M ﹤0.01%
392,135
-124,323
2153
$12.7M ﹤0.01%
854,734
-10,747
2154
$12.7M ﹤0.01%
462,099
-70,599
2155
$12.7M ﹤0.01%
533,057
-145,421
2156
$12.7M ﹤0.01%
316,104
-36,565
2157
$12.7M ﹤0.01%
4,675,253
-251,543
2158
$12.6M ﹤0.01%
315,159
-123,100
2159
$12.6M ﹤0.01%
1,305,842
-6,984
2160
$12.6M ﹤0.01%
603,714
-410,078
2161
$12.6M ﹤0.01%
133,686
+9,492
2162
$12.6M ﹤0.01%
234,835
+96,193
2163
$12.6M ﹤0.01%
596,926
+23,334
2164
$12.6M ﹤0.01%
2,291,906
-67,974
2165
$12.6M ﹤0.01%
696,576
+138,569
2166
$12.6M ﹤0.01%
578,818
-3,293
2167
$12.5M ﹤0.01%
171,239
-211,117
2168
$12.5M ﹤0.01%
219,721
+17,362
2169
$12.5M ﹤0.01%
495,832
+42,479
2170
$12.5M ﹤0.01%
396,250
+96,784
2171
$12.5M ﹤0.01%
612,631
+142,488
2172
$12.5M ﹤0.01%
794,341
-19,480
2173
$12.5M ﹤0.01%
486,021
-53,343
2174
$12.5M ﹤0.01%
105,425
+58,119
2175
$12.5M ﹤0.01%
381,649
+19,998
85 86
87
88 89