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
1601
$16.4M 0.01%
2,366,999
-570,055
1602
$16.4M 0.01%
490,513
+87,588
1603
$16.4M 0.01%
699,116
+125,924
1604
$16.4M 0.01%
+211,471
1605
$16.4M 0.01%
403,320
+78,840
1606
$16.3M 0.01%
126,070
-47,406
1607
$16.3M 0.01%
727,478
-132,303
1608
$16.3M 0.01%
4,079
+3,467
1609
$16.3M 0.01%
372,180
-44,421
1610
$16.3M 0.01%
249,550
+53,815
1611
$16.3M 0.01%
521,919
+35,864
1612
$16.2M 0.01%
282,871
+170,331
1613
$16.2M 0.01%
801,739
+104,110
1614
$16.2M 0.01%
1,380,968
-173,436
1615
$16.2M 0.01%
313,787
+239,439
1616
$16.2M 0.01%
497,328
-37,036
1617
$16.1M 0.01%
447,414
-371,591
1618
$16.1M 0.01%
300,398
+118,102
1619
$16.1M 0.01%
317,820
+118,220
1620
$16.1M 0.01%
1,201,886
-180,861
1621
$16.1M 0.01%
365,020
-147,054
1622
$16.1M 0.01%
239,273
-29,577
1623
$16.1M 0.01%
483,186
+105,582
1624
$16M 0.01%
512,437
+93,350
1625
$16M 0.01%
391,025
+5,893