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
2676
$5.1M ﹤0.01%
352,584
-23,452
2677
$5.1M ﹤0.01%
166,708
+18,475
2678
$5.1M ﹤0.01%
74,891
-94,924
2679
$5.09M ﹤0.01%
259,228
+38,290
2680
$5.09M ﹤0.01%
141,298
+77,584
2681
$5.09M ﹤0.01%
472,647
-5,732
2682
$5.08M ﹤0.01%
231,994
+19,073
2683
$5.08M ﹤0.01%
180,868
+113,389
2684
$5.08M ﹤0.01%
198,108
+45,285
2685
$5.07M ﹤0.01%
149,583
+10,872
2686
$5.07M ﹤0.01%
578,862
+160,039
2687
$5.07M ﹤0.01%
547,399
-18,355
2688
$5.06M ﹤0.01%
31,430
+15,708
2689
$5.06M ﹤0.01%
194,320
-31,887
2690
$5.05M ﹤0.01%
98,220
-134,770
2691
$5.05M ﹤0.01%
40,641
-32,729
2692
$5.05M ﹤0.01%
293,611
+178,004
2693
$5.03M ﹤0.01%
367,263
-196,587
2694
$5M ﹤0.01%
192,613
-45,601
2695
$5M ﹤0.01%
90,240
+11,743
2696
$5M ﹤0.01%
198,149
-38,616
2697
$5M ﹤0.01%
280,469
-2,954
2698
$4.99M ﹤0.01%
166,719
+154,724
2699
$4.98M ﹤0.01%
134,220
+7,696
2700
$4.98M ﹤0.01%
93,639
+26,182