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
1676
$14.8M 0.01%
+107,200
1677
$14.8M 0.01%
669,653
-174,100
1678
$14.8M 0.01%
917,964
-298,734
1679
$14.8M 0.01%
869,692
-255,435
1680
$14.8M 0.01%
694,423
+73,059
1681
$14.8M 0.01%
3,357,632
+2,661,920
1682
$14.8M 0.01%
1,595
-2,186
1683
$14.7M 0.01%
218,832
+54,349
1684
$14.7M 0.01%
565,845
+194,594
1685
$14.7M 0.01%
9,104
+281
1686
$14.7M 0.01%
239,753
+82
1687
$14.7M 0.01%
285,907
-238,605
1688
$14.7M 0.01%
656,412
+35,250
1689
$14.7M 0.01%
1,277,012
-612,114
1690
$14.7M 0.01%
476,450
+63,696
1691
$14.7M 0.01%
408,084
-1,400
1692
$14.6M 0.01%
762,810
-138,832
1693
$14.6M 0.01%
400,645
+327,626
1694
$14.6M 0.01%
256,071
+68,421
1695
$14.6M 0.01%
407,937
+335,519
1696
$14.5M 0.01%
668,725
-301,812
1697
$14.5M 0.01%
751,302
-721,792
1698
$14.5M 0.01%
961,081
+140,782
1699
$14.5M 0.01%
672,199
+87,134
1700
$14.4M 0.01%
355,973
+39,355
66 67
68
69 70