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
2176
$12.5M ﹤0.01%
143,001
+70
2177
$12.5M ﹤0.01%
412,970
+302,646
2178
$12.5M ﹤0.01%
783,077
-102,558
2179
$12.5M ﹤0.01%
269,510
+50,570
2180
$12.4M ﹤0.01%
1,084,260
+18,052
2181
$12.4M ﹤0.01%
2,551
+402
2182
$12.4M ﹤0.01%
2,259,041
-135,359
2183
$12.4M ﹤0.01%
289,424
+8,612
2184
$12.4M ﹤0.01%
401,811
+71,056
2185
$12.4M ﹤0.01%
294,220
+38,770
2186
$12.4M ﹤0.01%
212,436
-10,735
2187
$12.4M ﹤0.01%
1,484,269
+115,796
2188
$12.4M ﹤0.01%
1,926,943
-279,824
2189
$12.4M ﹤0.01%
1,006,666
+145,567
2190
$12.3M ﹤0.01%
283,318
-294,632
2191
$12.3M ﹤0.01%
291,872
-6,924
2192
$12.3M ﹤0.01%
1,031,773
+27,739
2193
$12.3M ﹤0.01%
866,582
+292,049
2194
$12.3M ﹤0.01%
1,236,367
+733,851
2195
$12.2M ﹤0.01%
340,115
+36,329
2196
$12.2M ﹤0.01%
81,049
+19,453
2197
$12.2M ﹤0.01%
215,294
+813
2198
$12.2M ﹤0.01%
144,446
+10,144
2199
$12.2M ﹤0.01%
475,682
+91,065
2200
$12.2M ﹤0.01%
285,192
+182,952
86 87
88
89 90