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
6501
– –
-90,807
6502
– –
-9,543
6503
– –
-6,753
6504
– –
-287
6505
– –
-205,746
6506
– –
-31
6507
– –
-4,321
6508
– –
-253
6509
– –
-1,433,178
6510
– –
-248,858
6511
– –
-136,301
6512
– –
-276,088
6513
– –
-350,383
6514
– –
-1,392,659
6515
– –
-405,174
6516
– –
-187,325
6517
– –
-156
6518
– –
-16
6519
– –
-16,508
6520
– –
-100,440
6521
– –
-368,334
6522
– –
-388,039
6523
– –
-1,657
6524
– –
-1,709
6525
– –
-3,381,114
259 260
261
262 263