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
1626
$16M 0.01%
965,869
+188,314
1627
$16M 0.01%
364,313
-53,569
1628
$15.9M 0.01%
891,194
+793,867
1629
$15.9M 0.01%
249,587
+33,392
1630
$15.8M 0.01%
200,369
-2,297
1631
$15.8M 0.01%
504,942
+148,460
1632
$15.8M 0.01%
176,264
+6,209
1633
$15.8M 0.01%
237,589
+107,795
1634
$15.8M 0.01%
480,165
+226,423
1635
$15.8M 0.01%
472,026
+63,568
1636
$15.8M 0.01%
506,576
+100,837
1637
$15.7M 0.01%
470,742
+158,519
1638
$15.7M 0.01%
745,685
+60,960
1639
$15.7M 0.01%
556,104
+194,760
1640
$15.7M 0.01%
647,343
-10,172
1641
$15.7M 0.01%
239,420
+122,803
1642
$15.7M 0.01%
1,509,800
+206,624
1643
$15.6M 0.01%
287,400
-281,781
1644
$15.6M 0.01%
565,220
+17,686
1645
$15.6M 0.01%
751,234
+241,710
1646
$15.6M 0.01%
806,561
-1,208,516
1647
$15.6M 0.01%
265,000
+106,000
1648
$15.5M 0.01%
1,111,894
+41,291
1649
$15.5M 0.01%
637,351
-290,664
1650
$15.5M 0.01%
1,077,939
-110,942
64 65
66
67 68