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
926
$43.3M 0.02%
1,519,500
-874,321
927
$43.3M 0.02%
759,165
-84,301
928
$43.1M 0.02%
801,324
+61,790
929
$43.1M 0.02%
310,692
+5,882
930
$43.1M 0.02%
285,525
-113,495
931
$43M 0.02%
247,244
+124,604
932
$43M 0.02%
907,072
+188,372
933
$42.9M 0.02%
931,840
+400
934
$42.9M 0.02%
1,097,961
+114,141
935
$42.7M 0.02%
2,258,262
+1,142,574
936
$42.5M 0.02%
1,478,136
+379,186
937
$42.5M 0.02%
844,835
+111,576
938
$42.5M 0.02%
5,818,860
+2,633,821
939
$42.5M 0.02%
1,618,337
-173,614
940
$42.4M 0.02%
591,310
+101,418
941
$42.4M 0.02%
1,732,847
+664,615
942
$42.4M 0.02%
1,011,955
+17,349
943
$42.3M 0.02%
426,470
-32,033
944
$42.3M 0.02%
634,519
-64,206
945
$42.3M 0.02%
1,953,982
+234,434
946
$42.2M 0.02%
1,624,892
+697,473
947
$42.2M 0.02%
1,489,839
+887,203
948
$42M 0.02%
1,141,972
-974,698
949
$42M 0.02%
1,151,688
-331,824
950
$42M 0.02%
858,280
-989,973
36 37
38
39 40