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
26
$1.21B 0.44%
10,803,142
+4,870,104
27
$1.2B 0.44%
42,028,404
+1,418,964
28
$1.18B 0.43%
10,363,798
+3,028,185
29
$1.17B 0.43%
4,700,050
-553,316
30
$1.17B 0.43%
30,560,681
+2,523,118
31
$1.14B 0.42%
15,705,159
+3,196,512
32
$1.13B 0.42%
20,828,430
-14,114,170
33
$1.11B 0.41%
15,079,395
+948,779
34
$1.07B 0.39%
12,635,044
-2,477,122
35
$1.06B 0.39%
12,655,321
+2,335,009
36
$1.05B 0.39%
20,792,507
-389,734
37
$1.03B 0.38%
21,806,474
+2,738,634
38
$1.02B 0.37%
11,758,947
-2,868
39
$1.01B 0.37%
10,054,833
-539,267
40
$1.01B 0.37%
11,843,751
+151,133
41
$1B 0.37%
6,270,297
+25,150
42
$1B 0.37%
17,850,285
-1,275,903
43
$993M 0.37%
9,624,925
+355,159
44
$978M 0.36%
23,940,850
+799,933
45
$964M 0.36%
6,683,002
-426,674
46
$948M 0.35%
8,981,361
-4,794,576
47
$935M 0.34%
2,555,479
+173,899
48
$904M 0.33%
36,674,446
-884,595
49
$904M 0.33%
14,019,091
-3,545,619
50
$903M 0.33%
3,033,276
+875,338
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