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
1851
$12M ﹤0.01%
988,897
+755,925
1852
$12M ﹤0.01%
501,247
-84,649
1853
$12M ﹤0.01%
7,250,232
+1,945,825
1854
$12M ﹤0.01%
656,487
+429,228
1855
$11.9M ﹤0.01%
232,714
-234,525
1856
$11.9M ﹤0.01%
191,580
+17,010
1857
$11.9M ﹤0.01%
273,669
-362,482
1858
$11.9M ﹤0.01%
722,292
-3,264,964
1859
$11.9M ﹤0.01%
172,322
+26,383
1860
$11.9M ﹤0.01%
822,546
+81,483
1861
$11.9M ﹤0.01%
718,919
-247,095
1862
$11.9M ﹤0.01%
356,069
+110,158
1863
$11.9M ﹤0.01%
209,942
-229,307
1864
$11.8M ﹤0.01%
307,131
+55,279
1865
$11.8M ﹤0.01%
672,973
+367,575
1866
$11.8M ﹤0.01%
225,718
-15,200
1867
$11.8M ﹤0.01%
427,880
+377,267
1868
$11.8M ﹤0.01%
1,557,867
-2,479,980
1869
$11.8M ﹤0.01%
154,067
-32,185
1870
$11.8M ﹤0.01%
1,072,280
-2,948,887
1871
$11.8M ﹤0.01%
127,612
-34,508
1872
$11.8M ﹤0.01%
492,588
+132,327
1873
$11.7M ﹤0.01%
832,158
+703,627
1874
$11.7M ﹤0.01%
598,420
-28,384
1875
$11.7M ﹤0.01%
216,683
-332,035
73 74
75
76 77