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
1351
$22.6M 0.01%
1,567,890
-1,463,295
1352
$22.6M 0.01%
854,014
+286,038
1353
$22.6M 0.01%
475,343
+105,151
1354
$22.6M 0.01%
1,588,600
+50,924
1355
$22.6M 0.01%
358,086
-277,023
1356
$22.5M 0.01%
324,291
-98,325
1357
$22.5M 0.01%
1,532,237
-5,609
1358
$22.4M 0.01%
564,731
-30,664
1359
$22.4M 0.01%
1,785,527
-121,629
1360
$22.4M 0.01%
1,073,071
-815,382
1361
$22.3M 0.01%
516,060
-13,610
1362
$22.3M 0.01%
560,036
+466,009
1363
$22.3M 0.01%
310,992
-45,867
1364
$22.2M 0.01%
1,044,647
-154,435
1365
$22.2M 0.01%
1,970,086
-69,953
1366
$22.1M 0.01%
521,697
+224,032
1367
$22.1M 0.01%
325,101
-23,977
1368
$22.1M 0.01%
1,811,501
-63,706
1369
$22.1M 0.01%
376,725
+5,732
1370
$22.1M 0.01%
1,573,130
-1,545,350
1371
$22.1M 0.01%
953,421
+827,445
1372
$22.1M 0.01%
846,100
1373
$22.1M 0.01%
924,207
+70,360
1374
$22M 0.01%
345,819
+118,175
1375
$22M 0.01%
617,227
-4,630
53 54
55
56 57