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
801
$54.4M 0.02%
1,006,884
-91,724
802
$54.4M 0.02%
1,369,470
-551,106
803
$54.3M 0.02%
1,283,599
-537,186
804
$54.3M 0.02%
799,738
-449,099
805
$54.2M 0.02%
867,083
-399,095
806
$54.1M 0.02%
311,037
-244,955
807
$54M 0.02%
1,282,763
+283,488
808
$54M 0.02%
1,235,969
-284,132
809
$54M 0.02%
3,811,386
+2,487,320
810
$53.8M 0.02%
3,403,632
+91,599
811
$53.8M 0.02%
3,709,119
+1,221,179
812
$53.7M 0.02%
1,976,539
-315,046
813
$53.6M 0.02%
311,063
-15,928
814
$53.6M 0.02%
1,345,416
-384,290
815
$53.5M 0.02%
1,286,278
+393,053
816
$53.5M 0.02%
2,064,157
-287,628
817
$53.5M 0.02%
1,986,149
+112,304
818
$53.4M 0.02%
1,075,995
-764,144
819
$53.4M 0.02%
2,009,272
+65,970
820
$53.3M 0.02%
466,752
-523,548
821
$53.1M 0.02%
902,168
-528,489
822
$53.1M 0.02%
2,386,570
-74,972
823
$52.9M 0.02%
2,026,664
-448,750
824
$52.7M 0.02%
1,169,432
+101,948
825
$52.7M 0.02%
2,060,547
-1,418,424
31 32
33
34 35