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
1276
$24.9M 0.01%
862,788
-256,793
1277
$24.9M 0.01%
557,914
-57,906
1278
$24.9M 0.01%
247,981
-49,704
1279
$24.9M 0.01%
481,289
+98,062
1280
$24.9M 0.01%
5,334,165
+195,592
1281
$24.9M 0.01%
232,759
-69,405
1282
$24.9M 0.01%
988,507
-1,324,927
1283
$24.8M 0.01%
444,120
-98,192
1284
$24.8M 0.01%
338,183
+29,978
1285
$24.7M 0.01%
1,515,926
-146,815
1286
$24.6M 0.01%
319,130
-13,538
1287
$24.6M 0.01%
1,391,588
+948,823
1288
$24.6M 0.01%
592,766
-68,961
1289
$24.5M 0.01%
1,256,086
+43,078
1290
$24.5M 0.01%
308,900
-17,014
1291
$24.5M 0.01%
1,254,134
+99,998
1292
$24.5M 0.01%
1,071,352
-169,318
1293
$24.5M 0.01%
245,536
+120,274
1294
$24.4M 0.01%
589,326
+63,004
1295
$24.4M 0.01%
3,145,014
-335,605
1296
$24.4M 0.01%
755,738
+94,815
1297
$24.4M 0.01%
295,446
-130,250
1298
$24.3M 0.01%
1,625,284
+1,191,668
1299
$24.2M 0.01%
171,799
-1,083
1300
$24.2M 0.01%
949,016
+48,745
50 51
52
53 54