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
1801
$12.7M ﹤0.01%
174,574
+624
1802
$12.6M ﹤0.01%
471,215
+87,947
1803
$12.6M ﹤0.01%
223,557
+40,473
1804
$12.6M ﹤0.01%
563,565
+8,277
1805
$12.6M ﹤0.01%
205,743
+76,543
1806
$12.6M ﹤0.01%
342,024
+21,085
1807
$12.6M ﹤0.01%
170,054
-34,306
1808
$12.5M ﹤0.01%
402,012
+185,308
1809
$12.5M ﹤0.01%
358,169
+9,029
1810
$12.5M ﹤0.01%
1,196,021
-62,145
1811
$12.5M ﹤0.01%
1,517,308
+522,792
1812
$12.5M ﹤0.01%
537,183
+32,645
1813
$12.4M ﹤0.01%
387,177
+7,974
1814
$12.4M ﹤0.01%
286,343
+79,240
1815
$12.4M ﹤0.01%
381,674
+20,919
1816
$12.4M ﹤0.01%
874,302
-36,545
1817
$12.4M ﹤0.01%
135,942
+15,089
1818
$12.4M ﹤0.01%
672,842
-2,026,557
1819
$12.4M ﹤0.01%
152,105
+29,552
1820
$12.3M ﹤0.01%
393,092
+230,347
1821
$12.3M ﹤0.01%
2,541,903
-862,736
1822
$12.3M ﹤0.01%
250,330
-254,099
1823
$12.3M ﹤0.01%
1,436,649
+858,817
1824
$12.3M ﹤0.01%
310,321
+44,930
1825
$12.3M ﹤0.01%
481,108
+114,523
71 72
73
74 75