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
1476
$19.4M 0.01%
1,102,012
+790,540
1477
$19.4M 0.01%
831,647
-329,692
1478
$19.4M 0.01%
122,553
-19,897
1479
$19.4M 0.01%
407,371
+110,907
1480
$19.3M 0.01%
188,458
+9,457
1481
$19.3M 0.01%
235,889
+7,480
1482
$19.3M 0.01%
805,442
-163,001
1483
$19.2M 0.01%
1,815,780
-880,461
1484
$19.2M 0.01%
317,846
+45,448
1485
$19.2M 0.01%
273,039
+101,987
1486
$19.2M 0.01%
1,126,614
+1,061,891
1487
$19.1M 0.01%
1,202,060
+79,608
1488
$19.1M 0.01%
957,537
-422,478
1489
$19.1M 0.01%
202,941
-572,160
1490
$19.1M 0.01%
386,560
-282,521
1491
$19.1M 0.01%
374,378
+140,791
1492
$19M 0.01%
1,075,150
+349,565
1493
$19M 0.01%
452,279
-110,026
1494
$19M 0.01%
646,225
-86,668
1495
$18.9M 0.01%
295,861
-25,146
1496
$18.9M 0.01%
1,930,368
+11,558
1497
$18.9M 0.01%
915,516
+50,248
1498
$18.8M 0.01%
109,490
-33,030
1499
$18.8M 0.01%
509,419
-207,982
1500
$18.8M 0.01%
974,642
+150,703
58 59
60
61 62