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
1576
$17M 0.01%
1,317,275
-140,869
1577
$17M 0.01%
310,546
-66,421
1578
$17M 0.01%
329,815
+249,998
1579
$16.9M 0.01%
1,262,262
-140,840
1580
$16.9M 0.01%
2,469,745
+150,274
1581
$16.9M 0.01%
1,064,434
-61,020
1582
$16.8M 0.01%
657,901
-57,730
1583
$16.8M 0.01%
330,393
-203,396
1584
$16.7M 0.01%
154,126
-63,882
1585
$16.7M 0.01%
482,685
+205,260
1586
$16.7M 0.01%
131,375
-75,987
1587
$16.7M 0.01%
535,593
-30,886
1588
$16.7M 0.01%
1,132,322
-32,147
1589
$16.7M 0.01%
679,375
+587,697
1590
$16.6M 0.01%
1,196,513
+33,515
1591
$16.6M 0.01%
978,644
+376,816
1592
$16.6M 0.01%
+16,109
1593
$16.6M 0.01%
1,738,873
+89,127
1594
$16.5M 0.01%
868,639
-190,875
1595
$16.5M 0.01%
1,051,601
+326,859
1596
$16.5M 0.01%
355,464
-186,189
1597
$16.4M 0.01%
1,160,420
-1,184,343
1598
$16.4M 0.01%
173,275
-58,316
1599
$16.4M 0.01%
315,780
-1,038,568
1600
$16.4M 0.01%
160,549
-134,893
62 63
64
65 66