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
1151
$29.7M 0.01%
2,132,578
+560,283
1152
$29.7M 0.01%
1,070,131
+28,742
1153
$29.7M 0.01%
270,603
+12,701
1154
$29.6M 0.01%
1,110,149
+121,082
1155
$29.6M 0.01%
1,635,871
-277,165
1156
$29.5M 0.01%
1,965,471
-844,951
1157
$29.5M 0.01%
313,600
-42,971
1158
$29.5M 0.01%
5,621,628
-4,017,934
1159
$29.5M 0.01%
1,123,434
+387,238
1160
$29.5M 0.01%
958,280
-126,691
1161
$29.4M 0.01%
1,730,325
+343,098
1162
$29.3M 0.01%
1,174,219
-162,860
1163
$29.3M 0.01%
1,799,036
-50,253
1164
$29.3M 0.01%
103,847
-5,569
1165
$29.2M 0.01%
346,896
+98,026
1166
$29.2M 0.01%
1,849,154
+41,798
1167
$29.2M 0.01%
349,772
-242,159
1168
$29M 0.01%
1,003,168
+193,105
1169
$29M 0.01%
6,122,242
+5,707,827
1170
$29M 0.01%
823,364
+391,747
1171
$29M 0.01%
1,203,639
+261,105
1172
$29M 0.01%
940,124
+328,729
1173
$29M 0.01%
710,728
+619,408
1174
$28.9M 0.01%
1,088,875
-171,480
1175
$28.8M 0.01%
1,550,689
-38,775
45 46
47
48 49