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
2451
$9.45M ﹤0.01%
489,605
+4,240
2452
$9.45M ﹤0.01%
557,795
-1,087,032
2453
$9.44M ﹤0.01%
129,219
-14,066
2454
$9.44M ﹤0.01%
502,124
-18,816
2455
$9.4M ﹤0.01%
2,521,223
+803,505
2456
$9.39M ﹤0.01%
194,937
+26,767
2457
$9.38M ﹤0.01%
+275,214
2458
$9.37M ﹤0.01%
1,598,629
+6,150
2459
$9.37M ﹤0.01%
241,868
+14,244
2460
$9.36M ﹤0.01%
818,562
+14,756
2461
$9.35M ﹤0.01%
775,281
+96,093
2462
$9.35M ﹤0.01%
266,849
+20,316
2463
$9.35M ﹤0.01%
291,587
-136,259
2464
$9.34M ﹤0.01%
189,052
+130,740
2465
$9.3M ﹤0.01%
99,313
+14,295
2466
$9.3M ﹤0.01%
130,280
+41,286
2467
$9.27M ﹤0.01%
833,337
+76,151
2468
$9.26M ﹤0.01%
776,148
-68,904
2469
$9.26M ﹤0.01%
431,080
+261,650
2470
$9.25M ﹤0.01%
74,957
-5,214
2471
$9.24M ﹤0.01%
421,691
-125,885
2472
$9.2M ﹤0.01%
186,226
+41,475
2473
$9.2M ﹤0.01%
552,226
-128,928
2474
$9.19M ﹤0.01%
394,954
+209,244
2475
$9.19M ﹤0.01%
335,171
-136,013