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
1451
$20.2M 0.01%
233,500
-7,356
1452
$20.1M 0.01%
677,514
-129,670
1453
$20.1M 0.01%
429,680
+284,748
1454
$20M 0.01%
235,228
-182,883
1455
$20M 0.01%
944,302
-153,061
1456
$20M 0.01%
435,884
-113,868
1457
$19.9M 0.01%
1,230,071
+46,075
1458
$19.9M 0.01%
754,766
-94,067
1459
$19.9M 0.01%
453,047
+39,971
1460
$19.8M 0.01%
694,646
+412,982
1461
$19.8M 0.01%
2,259,756
-5,151,148
1462
$19.8M 0.01%
221,205
-3,238
1463
$19.7M 0.01%
2,559,712
-590,771
1464
$19.7M 0.01%
1,154,482
+824,694
1465
$19.6M 0.01%
2,361,603
+558,663
1466
$19.6M 0.01%
180,263
-22,107
1467
$19.6M 0.01%
211,969
+50,992
1468
$19.6M 0.01%
748,582
+732,982
1469
$19.5M 0.01%
745,529
-321,182
1470
$19.5M 0.01%
490,293
-26,562
1471
$19.5M 0.01%
237,432
-60,707
1472
$19.5M 0.01%
330,312
+106,734
1473
$19.5M 0.01%
501,851
-67,713
1474
$19.4M 0.01%
1,719,479
+23,880
1475
$19.4M 0.01%
722,272
+17,856
57 58
59
60 61