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
1251
$25.9M 0.01%
1,967,222
+221,805
1252
$25.9M 0.01%
307,656
-966,658
1253
$25.9M 0.01%
907,228
-584,527
1254
$25.9M 0.01%
455,100
-65,715
1255
$25.9M 0.01%
336,037
-110,103
1256
$25.8M 0.01%
692,885
+386,013
1257
$25.8M 0.01%
2,307,636
-26,097
1258
$25.7M 0.01%
1,524,372
-156,930
1259
$25.7M 0.01%
972,841
-458,032
1260
$25.7M 0.01%
1,128,996
-1,837,595
1261
$25.6M 0.01%
304,058
+78,778
1262
$25.5M 0.01%
820,268
+146,297
1263
$25.5M 0.01%
820,987
+356,471
1264
$25.5M 0.01%
967,207
-75,002
1265
$25.5M 0.01%
330,318
-36,344
1266
$25.5M 0.01%
323,175
-349,814
1267
$25.4M 0.01%
893,244
-685,786
1268
$25.4M 0.01%
672,586
-314,088
1269
$25.4M 0.01%
814,224
+363,540
1270
$25.3M 0.01%
269,324
+138,930
1271
$25.3M 0.01%
1,667,102
-210,650
1272
$25.3M 0.01%
744,908
-80,215
1273
$25.2M 0.01%
537,210
-343,980
1274
$25.1M 0.01%
213,088
-70,998
1275
$25.1M 0.01%
1,100,433
+172,629
49 50
51
52 53