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
326
$177M 0.07%
2,134,148
-590,924
327
$176M 0.07%
5,626,009
+850,925
328
$175M 0.06%
2,108,872
-272,198
329
$175M 0.06%
1,327,191
+168,992
330
$174M 0.06%
2,458,914
+116,842
331
$174M 0.06%
5,919,795
+4,477,624
332
$174M 0.06%
1,082,493
+60,444
333
$173M 0.06%
3,057,320
-128,619
334
$173M 0.06%
2,611,538
-1,003,117
335
$171M 0.06%
3,380,186
-943,800
336
$170M 0.06%
7,436,259
+2,513,422
337
$169M 0.06%
9,725,511
+2,207,639
338
$169M 0.06%
3,814,073
+239,455
339
$169M 0.06%
1,585,190
+22,230
340
$168M 0.06%
805,405
-33,439
341
$168M 0.06%
4,423,443
-452,557
342
$166M 0.06%
6,076,629
+1,897,445
343
$166M 0.06%
5,276,944
+212,143
344
$165M 0.06%
3,811,448
+138,120
345
$165M 0.06%
21,303,597
+5,035,100
346
$165M 0.06%
3,115,303
+53,919
347
$165M 0.06%
1,791,191
+160,194
348
$162M 0.06%
2,483,805
-2,482,542
349
$162M 0.06%
3,472,439
+149,532
350
$162M 0.06%
3,271,451
+830,658
12 13
14
15 16