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
751
$59.2M 0.02%
4,941,789
+177,002
752
$59.1M 0.02%
824,942
+58,839
753
$59M 0.02%
1,357,938
+166,710
754
$58.9M 0.02%
2,519,321
-192,497
755
$58.7M 0.02%
724,087
-354,700
756
$58.6M 0.02%
934,501
+76,017
757
$58.5M 0.02%
1,140,723
+244,321
758
$58.4M 0.02%
2,187,862
-409,338
759
$58.3M 0.02%
3,091,153
-335,319
760
$58.2M 0.02%
1,787,446
+62,276
761
$58.1M 0.02%
461,780
-98,588
762
$58M 0.02%
567,872
-63,350
763
$57.9M 0.02%
602,834
-108,707
764
$57.9M 0.02%
1,857,176
+183,812
765
$57.9M 0.02%
1,237,840
-291,061
766
$57.6M 0.02%
570,834
+69,459
767
$57.2M 0.02%
2,502,245
-715,859
768
$57.2M 0.02%
1,326,511
+405,223
769
$57.2M 0.02%
1,180,037
+84,162
770
$57M 0.02%
5,205,189
-2,855,109
771
$56.9M 0.02%
3,280,383
-3,046,003
772
$56.8M 0.02%
4,026,612
-807,277
773
$56.8M 0.02%
8,008,448
+210,097
774
$56.8M 0.02%
2,134,538
-220,486
775
$56.6M 0.02%
721,373
-1,829,344
29 30
31
32 33