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
551
$90.2M 0.03%
1,082,577
-32,046
552
$90.1M 0.03%
1,827,666
-7,248
553
$90.1M 0.03%
1,209,585
+501,783
554
$89.6M 0.03%
3,835,335
+1,543,934
555
$89.3M 0.03%
4,888,885
-4,348,210
556
$88.6M 0.03%
3,807,013
+104,212
557
$87.8M 0.03%
5,282,240
+762,090
558
$87.5M 0.03%
3,377,120
+1,346,944
559
$87.4M 0.03%
2,080,608
+66,405
560
$87.3M 0.03%
2,784,471
-900,153
561
$87.2M 0.03%
507,709
+143,577
562
$86.3M 0.03%
900,474
+478,552
563
$86.2M 0.03%
3,055,121
+1,502,424
564
$86.2M 0.03%
821,732
-49,148
565
$86M 0.03%
6,624,406
+1,798,622
566
$85.6M 0.03%
1,746,066
-207,762
567
$85.2M 0.03%
1,985,000
+50,000
568
$85M 0.03%
+3,586,559
569
$84.7M 0.03%
916,484
+22,947
570
$84.7M 0.03%
2,748,289
+59,041
571
$83.8M 0.03%
2,766,322
+39,718
572
$83.4M 0.03%
1,663,702
-100,425
573
$83M 0.03%
29,134,891
+11,066,623
574
$82.9M 0.03%
3,625,587
-950,537
575
$82.2M 0.03%
3,088,660
+1,535,145
21 22
23
24 25