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
2226
$12M ﹤0.01%
174,486
-116,059
2227
$11.9M ﹤0.01%
520,349
-629,361
2228
$11.9M ﹤0.01%
204,857
+17,275
2229
$11.9M ﹤0.01%
412,116
-138,057
2230
$11.9M ﹤0.01%
600,793
+83,628
2231
$11.9M ﹤0.01%
553,239
+35,569
2232
$11.9M ﹤0.01%
697,571
-278,124
2233
$11.9M ﹤0.01%
1,333,079
+39,210
2234
$11.8M ﹤0.01%
162,799
-25,797
2235
$11.8M ﹤0.01%
701,249
-73,191
2236
$11.8M ﹤0.01%
156,464
-4,582
2237
$11.8M ﹤0.01%
350,525
+66,388
2238
$11.8M ﹤0.01%
395,886
+95,301
2239
$11.7M ﹤0.01%
242,402
-45,137
2240
$11.7M ﹤0.01%
241,271
-31,077
2241
$11.7M ﹤0.01%
4,705,353
+2,519,284
2242
$11.7M ﹤0.01%
561,602
+8,900
2243
$11.7M ﹤0.01%
339,154
+27,350
2244
$11.7M ﹤0.01%
612,267
-89,632
2245
$11.7M ﹤0.01%
267,541
-73,974
2246
$11.7M ﹤0.01%
1,326,948
+37,470
2247
$11.7M ﹤0.01%
1,589,561
-80,585
2248
$11.6M ﹤0.01%
229,655
-58,794
2249
$11.6M ﹤0.01%
343,238
+22,343
2250
$11.6M ﹤0.01%
217,258
-52,964
88 89
90
91 92