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
2576
$5.69M ﹤0.01%
300,113
+41,649
2577
$5.68M ﹤0.01%
99,331
-750
2578
$5.68M ﹤0.01%
107,046
+38,799
2579
$5.68M ﹤0.01%
409,615
-17,776
2580
$5.67M ﹤0.01%
184,062
+16,164
2581
$5.67M ﹤0.01%
30,959
+6,982
2582
$5.66M ﹤0.01%
420,413
-26,949
2583
$5.65M ﹤0.01%
119,309
-83,363
2584
$5.64M ﹤0.01%
449,396
+8,062
2585
$5.64M ﹤0.01%
638,095
+16,544
2586
$5.62M ﹤0.01%
87,701
+4,581
2587
$5.62M ﹤0.01%
254,934
-294,323
2588
$5.62M ﹤0.01%
130,578
-10,881
2589
$5.62M ﹤0.01%
77,779
+62,913
2590
$5.61M ﹤0.01%
395,291
-18,073
2591
$5.61M ﹤0.01%
353,135
-5,379
2592
$5.6M ﹤0.01%
207,005
-32,350
2593
$5.59M ﹤0.01%
130,044
+103,545
2594
$5.59M ﹤0.01%
294,264
-5,232
2595
$5.58M ﹤0.01%
148,879
+33,210
2596
$5.55M ﹤0.01%
627,665
-142,520
2597
$5.55M ﹤0.01%
405,525
+5,113
2598
$5.55M ﹤0.01%
85,475
+10,176
2599
$5.54M ﹤0.01%
480,930
+4,927
2600
$5.53M ﹤0.01%
136,153
+597