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
276
$219M 0.08%
2,764,043
+1,808,704
277
$218M 0.08%
4,439,044
+2,665,835
278
$218M 0.08%
11,969,066
+3,526,384
279
$218M 0.08%
6,205,926
+421,928
280
$218M 0.08%
1,558,770
+425,346
281
$218M 0.08%
2,013,247
+182,740
282
$213M 0.08%
2,929,001
+193,108
283
$213M 0.08%
1,030,685
-627,895
284
$212M 0.08%
3,775,768
-207,858
285
$211M 0.08%
2,732,146
+237,206
286
$211M 0.08%
1,123,442
+96,383
287
$209M 0.08%
7,573,668
+2,501,668
288
$207M 0.08%
2,679,019
+82,331
289
$207M 0.08%
9,631,380
-80,582
290
$206M 0.08%
16,186,060
+393,340
291
$205M 0.08%
937,156
-1,002,955
292
$205M 0.08%
2,459,506
+107,946
293
$204M 0.08%
3,134,484
+123,830
294
$203M 0.07%
7,725,772
+968,712
295
$202M 0.07%
9,859,519
-3,138,534
296
$201M 0.07%
4,481,144
-6,185
297
$201M 0.07%
7,847,411
-677,436
298
$198M 0.07%
20,389,671
+327,098
299
$198M 0.07%
3,167,768
-527,794
300
$197M 0.07%
3,083,300
-334,643
10 11
12
13 14