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
1176
$28.8M 0.01%
446,788
+128,322
1177
$28.8M 0.01%
1,046,045
+445,315
1178
$28.8M 0.01%
1,702,490
+811,480
1179
$28.8M 0.01%
2,062,751
+142,222
1180
$28.8M 0.01%
218,892
+115,920
1181
$28.7M 0.01%
1,408,544
+51,068
1182
$28.7M 0.01%
680,029
+199,770
1183
$28.6M 0.01%
250,313
+108,667
1184
$28.6M 0.01%
891,336
-827,976
1185
$28.6M 0.01%
576,954
-60,750
1186
$28.5M 0.01%
951,060
+577,690
1187
$28.4M 0.01%
2,982,785
+1,037,264
1188
$28.4M 0.01%
239,414
+4,807
1189
$28.4M 0.01%
643,118
+243,254
1190
$28.4M 0.01%
1,167,198
+1,025,504
1191
$28.2M 0.01%
676,483
-31,842
1192
$28.2M 0.01%
326,037
+38,297
1193
$28.1M 0.01%
1,993,021
+421,670
1194
$27.9M 0.01%
448,098
+114,180
1195
$27.9M 0.01%
3,399,180
-55,783
1196
$27.9M 0.01%
165,765
+36,793
1197
$27.8M 0.01%
955,961
+939,830
1198
$27.7M 0.01%
677,689
+39,923
1199
$27.6M 0.01%
1,159,313
+71,981
1200
$27.6M 0.01%
468,589
+272,959
46 47
48
49 50