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
1076
$33.6M 0.01%
894,907
-17,562
1077
$33.6M 0.01%
1,029,604
+57,146
1078
$33.5M 0.01%
768,804
-95,123
1079
$33.5M 0.01%
839,793
-217,783
1080
$33.4M 0.01%
223,044
-4,862
1081
$33.3M 0.01%
645,199
+348,000
1082
$33.3M 0.01%
1,624,351
-231,799
1083
$33.3M 0.01%
779,456
+111,006
1084
$33.3M 0.01%
448,734
-15,545
1085
$33.2M 0.01%
1,084,924
-12,778
1086
$33.2M 0.01%
1,094,106
-141,150
1087
$33.2M 0.01%
344,098
-75,150
1088
$33.1M 0.01%
1,583,624
-890,018
1089
$33.1M 0.01%
1,181,620
+1,141,398
1090
$33.1M 0.01%
1,123,101
-1,516,552
1091
$33.1M 0.01%
1,370,535
+218,090
1092
$33.1M 0.01%
2,717,395
+329,686
1093
$33M 0.01%
652,312
-271,789
1094
$32.9M 0.01%
531,468
+75,982
1095
$32.8M 0.01%
314,731
+12,696
1096
$32.8M 0.01%
1,554,303
+396,221
1097
$32.8M 0.01%
762,630
+93,211
1098
$32.8M 0.01%
534,480
-51,769
1099
$32.7M 0.01%
1,033,380
+49,658
1100
$32.6M 0.01%
337,966
-174,724
42 43
44
45 46