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
2426
$9.76M ﹤0.01%
142,690
+29,521
2427
$9.71M ﹤0.01%
246,152
-62,580
2428
$9.71M ﹤0.01%
424,668
+243,206
2429
$9.71M ﹤0.01%
1,370,690
+211,019
2430
$9.7M ﹤0.01%
98,152
+1,018
2431
$9.69M ﹤0.01%
1,025,353
+289,556
2432
$9.69M ﹤0.01%
567,339
+390,454
2433
$9.68M ﹤0.01%
398,088
+29,985
2434
$9.66M ﹤0.01%
346,185
+205,368
2435
$9.65M ﹤0.01%
409,860
-8,090
2436
$9.65M ﹤0.01%
72,217
-70,677
2437
$9.61M ﹤0.01%
468,259
-71,807
2438
$9.6M ﹤0.01%
154,379
+69,394
2439
$9.59M ﹤0.01%
325,239
+80,615
2440
$9.58M ﹤0.01%
69,910
+33,778
2441
$9.57M ﹤0.01%
377,508
+66,493
2442
$9.57M ﹤0.01%
883,650
+265,131
2443
$9.54M ﹤0.01%
190,210
+65,744
2444
$9.53M ﹤0.01%
74,952
+21,045
2445
$9.52M ﹤0.01%
209,549
+104,141
2446
$9.48M ﹤0.01%
374,845
+11,599
2447
$9.48M ﹤0.01%
91,914
+11,499
2448
$9.48M ﹤0.01%
300,526
+110,141
2449
$9.46M ﹤0.01%
358,889
+74,044
2450
$9.45M ﹤0.01%
84,584
+6,209