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
2651
$5.23M ﹤0.01%
246,686
+2,831
2652
$5.23M ﹤0.01%
594,713
-135,254
2653
$5.22M ﹤0.01%
213,380
-7,008
2654
$5.22M ﹤0.01%
166,106
-258,361
2655
$5.22M ﹤0.01%
2,112,930
+567,693
2656
$5.21M ﹤0.01%
71,827
+62,866
2657
$5.21M ﹤0.01%
101,272
-66,409
2658
$5.21M ﹤0.01%
95,778
+32,874
2659
$5.2M ﹤0.01%
101,581
-1,479
2660
$5.18M ﹤0.01%
48,289
-88,321
2661
$5.18M ﹤0.01%
440,948
-270,568
2662
$5.17M ﹤0.01%
126,649
-15,232
2663
$5.17M ﹤0.01%
266,897
-55,863
2664
$5.17M ﹤0.01%
89,127
+7,387
2665
$5.17M ﹤0.01%
224,729
+123,185
2666
$5.16M ﹤0.01%
156,897
+135,477
2667
$5.16M ﹤0.01%
291,910
-30,663
2668
$5.16M ﹤0.01%
751,844
-64,340
2669
$5.15M ﹤0.01%
67,878
+32,356
2670
$5.13M ﹤0.01%
426,241
-14,940
2671
$5.13M ﹤0.01%
78,206
-4,807
2672
$5.12M ﹤0.01%
383,756
+11,638
2673
$5.12M ﹤0.01%
466,769
+178,654
2674
$5.12M ﹤0.01%
175,451
-103,923
2675
$5.11M ﹤0.01%
968,865
-9,115