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
2251
$11.6M ﹤0.01%
1,188,735
+674,640
2252
$11.6M ﹤0.01%
301,872
+50,095
2253
$11.6M ﹤0.01%
584,961
+387,401
2254
$11.5M ﹤0.01%
151,188
-34,247
2255
$11.5M ﹤0.01%
562,737
-59,170
2256
$11.5M ﹤0.01%
128,242
+11,976
2257
$11.5M ﹤0.01%
425,585
-114,715
2258
$11.5M ﹤0.01%
96,651
+43,074
2259
$11.5M ﹤0.01%
461,042
-49,720
2260
$11.4M ﹤0.01%
343,084
-325,618
2261
$11.4M ﹤0.01%
1,495,158
+80,865
2262
$11.4M ﹤0.01%
1,090,599
-147,954
2263
$11.4M ﹤0.01%
247,108
+7,898
2264
$11.4M ﹤0.01%
342,151
+87,940
2265
$11.4M ﹤0.01%
923,822
+697,063
2266
$11.4M ﹤0.01%
921,090
-284,438
2267
$11.3M ﹤0.01%
131,655
-19,751
2268
$11.3M ﹤0.01%
211,028
+53,427
2269
$11.3M ﹤0.01%
1,458,382
+180,654
2270
$11.3M ﹤0.01%
176,756
-27,077
2271
$11.3M ﹤0.01%
972,356
-1,438,997
2272
$11.3M ﹤0.01%
339,743
-1,180
2273
$11.3M ﹤0.01%
861,005
-107,574
2274
$11.2M ﹤0.01%
101,066
-47,872
2275
$11.2M ﹤0.01%
166,284
-21,158
89 90
91
92 93