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
1201
$27.5M 0.01%
829,091
-55,343
1202
$27.5M 0.01%
891,622
-24,146
1203
$27.5M 0.01%
449,416
+304,999
1204
$27.5M 0.01%
5,663,036
-5,897,575
1205
$27.4M 0.01%
1,215,231
+80,561
1206
$27.3M 0.01%
377,726
+144,011
1207
$27.3M 0.01%
1,605,274
-226,407
1208
$27.3M 0.01%
879,667
+281,689
1209
$27.3M 0.01%
19,243
-2,099
1210
$27.2M 0.01%
1,242,462
+43,820
1211
$27.1M 0.01%
259,005
-17,781
1212
$27.1M 0.01%
1,122,076
-60,104
1213
$27.1M 0.01%
272,071
+7,071
1214
$27M 0.01%
774,167
-511,630
1215
$27M 0.01%
2,445,356
-6,863
1216
$27M 0.01%
596,821
+80,407
1217
$27M 0.01%
321,299
+144,135
1218
$26.9M 0.01%
565,683
+30,829
1219
$26.9M 0.01%
270,292
+46,301
1220
$26.8M 0.01%
1,001,084
+143,419
1221
$26.8M 0.01%
233,821
+23,032
1222
$26.8M 0.01%
846,501
-135,923
1223
$26.8M 0.01%
2,585,188
+651,580
1224
$26.7M 0.01%
1,160,256
-22,137
1225
$26.6M 0.01%
745,755
-445,923
47 48
49
50 51