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
1526
$18.1M 0.01%
816,257
+59,400
1527
$18.1M 0.01%
257,846
+53,081
1528
$18.1M 0.01%
305,765
+96,796
1529
$18.1M 0.01%
581,495
-447,400
1530
$18M 0.01%
313,546
+136,827
1531
$18M 0.01%
2,116,064
-33,844
1532
$18M 0.01%
566,262
-24,335
1533
$18M 0.01%
994,900
-1,514,000
1534
$17.9M 0.01%
634,575
+172,771
1535
$17.9M 0.01%
409,328
+80,984
1536
$17.9M 0.01%
369,585
-210,634
1537
$17.9M 0.01%
923,586
-323,533
1538
$17.9M 0.01%
393,423
+45,449
1539
$17.9M 0.01%
1,276,604
-111,788
1540
$17.9M 0.01%
223,509
+130,856
1541
$17.8M 0.01%
303,533
+97,412
1542
$17.7M 0.01%
672,035
-350,041
1543
$17.7M 0.01%
187,941
-43,295
1544
$17.7M 0.01%
337,060
-53,016
1545
$17.7M 0.01%
678,073
-31,496
1546
$17.7M 0.01%
1,216,668
+898,800
1547
$17.7M 0.01%
124,676
+78,481
1548
$17.7M 0.01%
386,790
-292,843
1549
$17.6M 0.01%
771,921
-241,953
1550
$17.6M 0.01%
52,349
-10,050