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
2401
$10M ﹤0.01%
131,030
-27,566
2402
$10M ﹤0.01%
723,082
+6,815
2403
$10M ﹤0.01%
117,120
-3,959
2404
$9.98M ﹤0.01%
365,739
+12,861
2405
$9.98M ﹤0.01%
206,909
-12,277
2406
$9.96M ﹤0.01%
182,441
+88,940
2407
$9.96M ﹤0.01%
109,837
+39,175
2408
$9.94M ﹤0.01%
130,221
+90,900
2409
$9.93M ﹤0.01%
439,730
-135,848
2410
$9.91M ﹤0.01%
660,607
-5,138
2411
$9.91M ﹤0.01%
476,248
+39,606
2412
$9.9M ﹤0.01%
191,612
+36,289
2413
$9.9M ﹤0.01%
334,880
-5,238
2414
$9.88M ﹤0.01%
1,934,088
-888,406
2415
$9.87M ﹤0.01%
141,514
-28,445
2416
$9.86M ﹤0.01%
280,070
+126,091
2417
$9.84M ﹤0.01%
298,684
-34,877
2418
$9.84M ﹤0.01%
138,926
-18,589
2419
$9.83M ﹤0.01%
314,909
-233,442
2420
$9.81M ﹤0.01%
202,060
+119,864
2421
$9.8M ﹤0.01%
216,354
-4,736
2422
$9.8M ﹤0.01%
176,382
-280,990
2423
$9.79M ﹤0.01%
1,341,678
+985,200
2424
$9.78M ﹤0.01%
527,993
-424,777
2425
$9.77M ﹤0.01%
522,540
-9,147