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
1426
$20.7M 0.01%
857,544
+24,518
1427
$20.6M 0.01%
812,572
+162,912
1428
$20.6M 0.01%
851,015
-325,220
1429
$20.5M 0.01%
1,135,315
+67,445
1430
$20.5M 0.01%
398,431
+123,664
1431
$20.5M 0.01%
1,874,435
-307,637
1432
$20.5M 0.01%
1,306,171
+2,089
1433
$20.4M 0.01%
751,884
-333,860
1434
$20.4M 0.01%
1,386,050
-142,706
1435
$20.4M 0.01%
1,643,048
-786,254
1436
$20.4M 0.01%
380,524
-57,980
1437
$20.4M 0.01%
378,240
-83,676
1438
$20.4M 0.01%
442,273
-167,756
1439
$20.4M 0.01%
301,577
-119,322
1440
$20.4M 0.01%
417,885
+138,762
1441
$20.4M 0.01%
561,780
+98,346
1442
$20.3M 0.01%
623,638
-675,630
1443
$20.3M 0.01%
513,114
+357,438
1444
$20.3M 0.01%
2,240,223
+166,634
1445
$20.3M 0.01%
85,925
-77,666
1446
$20.2M 0.01%
424,124
-171
1447
$20.2M 0.01%
621,592
+66,832
1448
$20.2M 0.01%
163,250
-486,198
1449
$20.2M 0.01%
1,646,493
-342,479
1450
$20.2M 0.01%
417,123
+93,923
56 57
58
59 60