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
476
$110M 0.04%
1,180,673
-93,635
477
$109M 0.04%
706,436
-716,020
478
$109M 0.04%
785,298
-102,063
479
$107M 0.04%
1,125,350
-204,250
480
$107M 0.04%
922,870
+228,993
481
$107M 0.04%
862,950
+36,692
482
$107M 0.04%
965,039
-28,422
483
$107M 0.04%
6,783,893
-882,531
484
$106M 0.04%
6,532,642
-1,219,774
485
$105M 0.04%
1,931,933
+334,082
486
$104M 0.04%
2,642,378
+90,580
487
$104M 0.04%
1,346,654
-95,330
488
$104M 0.04%
2,167,233
+177,523
489
$103M 0.04%
3,322,130
+1,568,825
490
$102M 0.04%
1,642,545
+229,086
491
$102M 0.04%
8,440,465
-1,512,260
492
$102M 0.04%
3,743,077
-982,285
493
$101M 0.04%
724,639
-250,716
494
$101M 0.04%
3,384,111
+32,290
495
$101M 0.04%
4,837,357
+763,276
496
$101M 0.04%
863,527
-77,196
497
$101M 0.04%
700,495
-129,097
498
$101M 0.04%
999,585
+61,595
499
$101M 0.04%
1,525,760
-308,508
500
$99.6M 0.04%
1,225,922
-131,823
18 19
20
21 22