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
$272B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,039
New
Increased
Reduced
Closed

Top Buys

1
+$722M
2
+$544M
3
+$349M
4
HD icon
Home Depot
HD
+$344M
5
TSM icon
TSMC
TSM
+$323M

Top Sells

1
+$2.37B
2
+$768M
3
+$631M
4
AAPL icon
Apple
AAPL
+$586M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$545M

Sector Composition

1 Healthcare 9.14%
2 Technology 8.58%
3 Financials 8.57%
4 Consumer Discretionary 7.66%
5 Communication Services 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293M 0.11%
6,842,896
+635,048
227
$292M 0.11%
5,998,766
+747,455
228
$292M 0.11%
13,144,520
-12,332,664
229
$291M 0.11%
1,641,276
-1,708,714
230
$280M 0.1%
9,360,739
+4,714,184
231
$280M 0.1%
1,987,668
+210,476
232
$276M 0.1%
7,884,218
-624,624
233
$274M 0.1%
5,856,041
+498,900
234
$270M 0.1%
3,107,145
+220,970
235
$269M 0.1%
3,508,186
+171,780
236
$269M 0.1%
7,948,662
-326,313
237
$267M 0.1%
4,119,305
+388,205
238
$267M 0.1%
5,987,569
+884,831
239
$267M 0.1%
3,337,571
-1,526,046
240
$266M 0.1%
4,184,550
+86,373
241
$264M 0.1%
2,320,301
-343,865
242
$263M 0.1%
3,614,182
+69,155
243
$262M 0.1%
3,081,701
+48,578
244
$260M 0.1%
7,963,882
+240,275
245
$260M 0.1%
3,038,655
-1,903,301
246
$259M 0.1%
6,468,792
+647,964
247
$257M 0.09%
2,265,162
+135,768
248
$256M 0.09%
1,854,258
+121,330
249
$256M 0.09%
2,641,842
-48,146
250
$256M 0.09%
7,165,029
+348,448
8 9
10
11 12