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
1701
$14.4M 0.01%
150,932
-32,543
1702
$14.4M 0.01%
533,010
+18,760
1703
$14.4M 0.01%
175,656
-2,850
1704
$14.4M 0.01%
623,461
-42,582
1705
$14.3M 0.01%
233,995
-15,402
1706
$14.3M 0.01%
920,813
+14,676
1707
$14.3M 0.01%
428,630
+173,512
1708
$14.3M 0.01%
280,105
+1,494
1709
$14.3M 0.01%
239,017
-203,257
1710
$14.3M 0.01%
185,198
+20,440
1711
$14.3M 0.01%
2,974,152
+1,058,000
1712
$14.2M 0.01%
414,769
+89,693
1713
$14.2M 0.01%
361,222
-32,059
1714
$14.2M 0.01%
449,426
-417,416
1715
$14.2M 0.01%
407,539
-27,786
1716
$14.2M 0.01%
589,120
+213,884
1717
$14.2M 0.01%
535,459
+59,117
1718
$14.1M 0.01%
302,622
+182,231
1719
$14.1M 0.01%
474,319
+136,218
1720
$14M 0.01%
294,803
+134,851
1721
$14M 0.01%
280,751
-18,415
1722
$14M 0.01%
389,496
-200,421
1723
$14M 0.01%
302,178
+83,591
1724
$14M 0.01%
39,420
-38,063
1725
$14M 0.01%
201,891
-43,436