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
1101
$32.6M 0.01%
3,554,780
+40,021
1102
$32.5M 0.01%
417,035
+215,457
1103
$32.4M 0.01%
658,115
+23,074
1104
$32.4M 0.01%
717,008
-849,273
1105
$32.3M 0.01%
2,900,615
+470,742
1106
$32.2M 0.01%
1,275,875
+510,625
1107
$32.1M 0.01%
149,394
+80,058
1108
$32.1M 0.01%
1,087,882
+469,501
1109
$32M 0.01%
1,089,041
+106,922
1110
$32M 0.01%
1,730,894
-67,970
1111
$32M 0.01%
612,350
-324,775
1112
$31.9M 0.01%
5,245,800
-769,861
1113
$31.6M 0.01%
760,098
+345,736
1114
$31.5M 0.01%
1,035,579
-199,908
1115
$31.5M 0.01%
1,104,867
-503,757
1116
$31.5M 0.01%
1,572,554
+796,125
1117
$31.4M 0.01%
570,090
-5,924
1118
$31.3M 0.01%
2,583,208
+1,927,586
1119
$31.2M 0.01%
340,784
-63,550
1120
$31.1M 0.01%
1,341,433
+105,471
1121
$31M 0.01%
878,004
-49,212
1122
$31M 0.01%
1,211,621
+61,428
1123
$31M 0.01%
290,667
-30,307
1124
$31M 0.01%
1,024,121
+405,512
1125
$30.9M 0.01%
1,141,734
-838,680
43 44
45
46 47