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
876
$48.1M 0.02%
976,456
-7,911,684
877
$48.1M 0.02%
970,939
-83,257
878
$48M 0.02%
1,880,592
+376,017
879
$47.9M 0.02%
1,961,877
-1,563,299
880
$47.8M 0.02%
2,107,713
-128,144
881
$47.8M 0.02%
405,773
-68,306
882
$47.7M 0.02%
1,393,386
-395,028
883
$47.5M 0.02%
1,478,124
+874,525
884
$47.2M 0.02%
3,798,811
+19,039
885
$47.2M 0.02%
3,757,703
-178,599
886
$47.1M 0.02%
602,742
+164,905
887
$46.8M 0.02%
951,337
+302,313
888
$46.8M 0.02%
508,155
+323,753
889
$46.4M 0.02%
1,464,501
+746,203
890
$46.4M 0.02%
675,659
-30,414
891
$46.3M 0.02%
1,068,168
-178,494
892
$46.3M 0.02%
3,968,972
+3,054,958
893
$46.2M 0.02%
804,569
-267,788
894
$46.1M 0.02%
898,240
-290,774
895
$46.1M 0.02%
1,789,401
-151,662
896
$46.1M 0.02%
1,544,994
-509,046
897
$46M 0.02%
987,927
+200,082
898
$46M 0.02%
1,846,208
+6,951
899
$45.6M 0.02%
925,962
-75,828
900
$45.6M 0.02%
1,843,575
+908,282
34 35
36
37 38