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
1876
$11.7M ﹤0.01%
10,000
1877
$11.7M ﹤0.01%
361,567
+321,268
1878
$11.6M ﹤0.01%
78,584
-58,344
1879
$11.6M ﹤0.01%
885,893
+191,273
1880
$11.6M ﹤0.01%
24,255
-802
1881
$11.6M ﹤0.01%
16,950
-5,403
1882
$11.6M ﹤0.01%
1,536,274
+580,988
1883
$11.6M ﹤0.01%
228,852
+30,539
1884
$11.5M ﹤0.01%
232,464
+198,590
1885
$11.5M ﹤0.01%
889,779
-2,617
1886
$11.5M ﹤0.01%
478,095
+210,321
1887
$11.5M ﹤0.01%
786,322
+280,333
1888
$11.5M ﹤0.01%
465,620
+22,908
1889
$11.5M ﹤0.01%
1,141,668
+63,686
1890
$11.5M ﹤0.01%
186,814
-209,632
1891
$11.4M ﹤0.01%
744,304
+34,930
1892
$11.4M ﹤0.01%
284,282
+44,139
1893
$11.4M ﹤0.01%
509,646
+17,408
1894
$11.4M ﹤0.01%
663,694
+260,366
1895
$11.4M ﹤0.01%
1,231,654
-96,126
1896
$11.4M ﹤0.01%
1,105,968
-107,829
1897
$11.4M ﹤0.01%
1,563,838
+1,196,200
1898
$11.4M ﹤0.01%
111,443
+13,817
1899
$11.4M ﹤0.01%
87,152
-10,149
1900
$11.4M ﹤0.01%
240,896
+14,536
74 75
76
77 78