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
2276
$11.2M ﹤0.01%
158,152
-33,171
2277
$11.2M ﹤0.01%
529,662
+122,389
2278
$11.2M ﹤0.01%
248,894
-61,441
2279
$11.2M ﹤0.01%
419,589
+190,490
2280
$11.2M ﹤0.01%
419,491
+170,022
2281
$11.2M ﹤0.01%
192,014
-30,221
2282
$11.1M ﹤0.01%
237,490
+74,795
2283
$11.1M ﹤0.01%
390,489
-51,923
2284
$11.1M ﹤0.01%
304,300
+132,686
2285
$11.1M ﹤0.01%
215,619
+29,312
2286
$11.1M ﹤0.01%
432,166
-128,494
2287
$11.1M ﹤0.01%
485,535
-119,539
2288
$11.1M ﹤0.01%
726,484
-95,043
2289
$11.1M ﹤0.01%
294,767
+205,242
2290
$11.1M ﹤0.01%
760,387
+18,103
2291
$11M ﹤0.01%
800,638
-53,424
2292
$11M ﹤0.01%
321,326
+3,123
2293
$11M ﹤0.01%
240,835
+84,897
2294
$11M ﹤0.01%
157,214
-44,715
2295
$11M ﹤0.01%
1,971,931
+168,674
2296
$11M ﹤0.01%
584,178
-107,427
2297
$11M ﹤0.01%
792,349
-174,754
2298
$11M ﹤0.01%
740,482
+219,221
2299
$11M ﹤0.01%
217,264
+157,205
2300
$11M ﹤0.01%
674,901
+493,825
90 91
92
93 94