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
1726
$13.9M 0.01%
122,084
+11,273
1727
$13.9M 0.01%
258,518
+17,767
1728
$13.9M 0.01%
408,602
+358,000
1729
$13.9M 0.01%
535,913
-129,622
1730
$13.9M 0.01%
959,031
+27,699
1731
$13.9M 0.01%
206,329
+75,856
1732
$13.8M 0.01%
1,449,465
-3,106
1733
$13.8M 0.01%
396,926
-513,159
1734
$13.8M 0.01%
251,701
+155,417
1735
$13.8M 0.01%
417,370
+61,560
1736
$13.8M 0.01%
394,954
-200,109
1737
$13.8M 0.01%
1,472,500
+205,602
1738
$13.7M 0.01%
841,250
-79,649
1739
$13.7M 0.01%
238,854
+78,974
1740
$13.7M 0.01%
116,574
+3,602
1741
$13.7M 0.01%
81,828
+39,549
1742
$13.7M 0.01%
216,441
-105,169
1743
$13.6M 0.01%
649,934
-77,278
1744
$13.6M 0.01%
1,343,481
-1,131,659
1745
$13.6M 0.01%
175,179
+30,602
1746
$13.6M 0.01%
307,541
-22,115
1747
$13.6M 0.01%
602,554
-56,030
1748
$13.5M 0.01%
233,484
+40,853
1749
$13.5M 0.01%
549,463
+257,810
1750
$13.4M 0.01%
830,195
+4,409
68 69
70
71 72