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
1401
$21.4M 0.01%
1,101,005
+60,201
1402
$21.4M 0.01%
1,305,172
-9,232,096
1403
$21.4M 0.01%
1,051,202
+85,138
1404
$21.4M 0.01%
127,101
-19,838
1405
$21.3M 0.01%
902,213
+255,941
1406
$21.3M 0.01%
966,109
-71,900
1407
$21.3M 0.01%
71,009
+36,966
1408
$21.2M 0.01%
1,012,497
-4,795
1409
$21.2M 0.01%
380,042
-154,094
1410
$21.2M 0.01%
936,078
+44,149
1411
$21.2M 0.01%
184,265
-199,578
1412
$21.2M 0.01%
204,637
+42,544
1413
$21.2M 0.01%
511,311
+110,748
1414
$21.2M 0.01%
783,016
+735,663
1415
$21.1M 0.01%
504,408
-1,357,255
1416
$21.1M 0.01%
179,894
+958
1417
$21.1M 0.01%
941,833
-613,122
1418
$21M 0.01%
40,193,720
-32,191,440
1419
$21M 0.01%
405,850
+118,909
1420
$20.9M 0.01%
466,739
+102,714
1421
$20.9M 0.01%
1,003,879
-816,636
1422
$20.8M 0.01%
223,513
+50,063
1423
$20.8M 0.01%
2,456,603
+708,971
1424
$20.7M 0.01%
498,650
+17,561
1425
$20.7M 0.01%
508,009
-134,385
55 56
57
58 59