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
2201
$12.2M ﹤0.01%
179,975
-24,700
2202
$12.2M ﹤0.01%
159,049
+51,756
2203
$12.2M ﹤0.01%
303,759
+189,741
2204
$12.2M ﹤0.01%
+320,483
2205
$12.2M ﹤0.01%
266,837
+27,250
2206
$12.1M ﹤0.01%
123,086
-95,924
2207
$12.1M ﹤0.01%
818,292
-33,916
2208
$12.1M ﹤0.01%
247,289
-107,303
2209
$12.1M ﹤0.01%
84,613
+21,040
2210
$12.1M ﹤0.01%
377,113
+154,349
2211
$12.1M ﹤0.01%
365,534
-189,871
2212
$12.1M ﹤0.01%
361,880
+104,914
2213
$12.1M ﹤0.01%
434,168
-165,855
2214
$12.1M ﹤0.01%
212,185
+63,631
2215
$12.1M ﹤0.01%
364,202
+36,320
2216
$12M ﹤0.01%
315,309
+39,549
2217
$12M ﹤0.01%
2,277,002
+161,009
2218
$12M ﹤0.01%
507,195
-145,577
2219
$12M ﹤0.01%
473,108
+9,391
2220
$12M ﹤0.01%
1,153,005
+18,180
2221
$12M ﹤0.01%
663,113
+193,888
2222
$12M ﹤0.01%
148,520
+109,277
2223
$12M ﹤0.01%
1,289,941
-123,990
2224
$12M ﹤0.01%
715,774
+2,875
2225
$12M ﹤0.01%
145,032
-154,690
87 88
89
90 91