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
1551
$17.6M 0.01%
149,344
+67,671
1552
$17.5M 0.01%
868,650
+144,453
1553
$17.5M 0.01%
227,044
+62,721
1554
$17.5M 0.01%
587,954
+579,416
1555
$17.5M 0.01%
704,180
-94,074
1556
$17.3M 0.01%
211,685
-19,535
1557
$17.3M 0.01%
343,384
-149,619
1558
$17.3M 0.01%
994,549
-222,920
1559
$17.3M 0.01%
765,694
-636,791
1560
$17.3M 0.01%
1,097,776
-24,643
1561
$17.3M 0.01%
920,985
+95,367
1562
$17.3M 0.01%
52,510
+4,527
1563
$17.3M 0.01%
1,001,478
+628,907
1564
$17.2M 0.01%
1,554,779
-1,149,222
1565
$17.2M 0.01%
294,660
+52,777
1566
$17.2M 0.01%
664,779
+23,738
1567
$17.1M 0.01%
1,172,517
+152,326
1568
$17.1M 0.01%
602,142
+22,275
1569
$17.1M 0.01%
685,634
+262,091
1570
$17M 0.01%
1,193,712
-303,026
1571
$17M 0.01%
382,969
+51,414
1572
$17M 0.01%
411,150
+76,064
1573
$17M 0.01%
535,819
-54,988
1574
$17M 0.01%
848,286
-126,426
1575
$17M 0.01%
682,031
+43,683
61 62
63
64 65