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
1326
$23.5M 0.01%
476,618
+17,481
1327
$23.4M 0.01%
631,193
+410,311
1328
$23.4M 0.01%
180,544
+80,110
1329
$23.4M 0.01%
314,895
-199,649
1330
$23.3M 0.01%
937,770
-111,642
1331
$23.3M 0.01%
824,947
+212,762
1332
$23.2M 0.01%
560,968
+51,388
1333
$23.2M 0.01%
622,405
+82,227
1334
$23.2M 0.01%
1,404,046
-8,573
1335
$23.2M 0.01%
687,594
-536,933
1336
$23.2M 0.01%
653,033
+65,478
1337
$23.2M 0.01%
47,981
+4,926
1338
$23.1M 0.01%
395,007
+118,635
1339
$22.9M 0.01%
776,066
-441,661
1340
$22.9M 0.01%
985,390
+418,662
1341
$22.9M 0.01%
899,947
-54,745
1342
$22.9M 0.01%
1,952,311
-176,305
1343
$22.9M 0.01%
697,929
+2,630
1344
$22.9M 0.01%
784,169
-154,881
1345
$22.8M 0.01%
291,495
+60,763
1346
$22.8M 0.01%
807,241
+764,862
1347
$22.7M 0.01%
2,318,720
-16,725
1348
$22.7M 0.01%
1,326,557
+85,155
1349
$22.7M 0.01%
1,693,219
-2,646
1350
$22.6M 0.01%
370,444
+31,317
52 53
54
55 56