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
1301
$24.2M 0.01%
346,944
-106,029
1302
$24.1M 0.01%
518,789
-652,850
1303
$24.1M 0.01%
512,807
+153,382
1304
$24.1M 0.01%
4,532,873
+49,347
1305
$24.1M 0.01%
141,293
+1,922
1306
$23.9M 0.01%
448,813
+120,379
1307
$23.9M 0.01%
1,119,206
+92,754
1308
$23.9M 0.01%
648,213
-355,318
1309
$23.9M 0.01%
321,706
-72,541
1310
$23.8M 0.01%
56,951
-3,700
1311
$23.8M 0.01%
890,153
+50,879
1312
$23.8M 0.01%
1,764,893
-98,762
1313
$23.7M 0.01%
1,014,663
+72,673
1314
$23.7M 0.01%
1,199,840
+36,650
1315
$23.7M 0.01%
374,770
+84,594
1316
$23.7M 0.01%
983,781
-38,725
1317
$23.7M 0.01%
1,077,367
-128,212
1318
$23.6M 0.01%
488,660
+18,070
1319
$23.6M 0.01%
279,896
+139,496
1320
$23.6M 0.01%
373,051
-50,714
1321
$23.6M 0.01%
322,132
+102,387
1322
$23.6M 0.01%
2,564,750
+504,550
1323
$23.6M 0.01%
1,697,985
+329,641
1324
$23.5M 0.01%
188,584
-7,670
1325
$23.5M 0.01%
705,429
-6,542