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
2526
$6.01M ﹤0.01%
107,306
+58,355
2527
$5.99M ﹤0.01%
2,057,943
+183,716
2528
$5.99M ﹤0.01%
220,293
+102,368
2529
$5.98M ﹤0.01%
192,293
-24,585
2530
$5.97M ﹤0.01%
216,135
-3,472
2531
$5.97M ﹤0.01%
466,640
+92,282
2532
$5.97M ﹤0.01%
233,505
+96,689
2533
$5.96M ﹤0.01%
95,948
+14,995
2534
$5.96M ﹤0.01%
63,995
-31,296
2535
$5.95M ﹤0.01%
1,658,089
-762,266
2536
$5.95M ﹤0.01%
197,527
-49,276
2537
$5.95M ﹤0.01%
1,128,695
-61,786
2538
$5.94M ﹤0.01%
65,688
-12,986
2539
$5.92M ﹤0.01%
96,935
-185,997
2540
$5.91M ﹤0.01%
1,380,248
-134,087
2541
$5.91M ﹤0.01%
416,236
+49,418
2542
$5.9M ﹤0.01%
311,040
+14,109
2543
$5.9M ﹤0.01%
402,410
+15,812
2544
$5.9M ﹤0.01%
401,843
-7,962
2545
$5.9M ﹤0.01%
251,483
+96,895
2546
$5.9M ﹤0.01%
196,650
-985
2547
$5.89M ﹤0.01%
34,272
+1,837
2548
$5.89M ﹤0.01%
180,304
-123,895
2549
$5.88M ﹤0.01%
203,464
-530,253
2550
$5.87M ﹤0.01%
117,606
+32,744