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
1901
$11.4M ﹤0.01%
365,796
+15,165
1902
$11.4M ﹤0.01%
686,511
+493,117
1903
$11.3M ﹤0.01%
1,039,535
+666,868
1904
$11.3M ﹤0.01%
1,464,194
+284,072
1905
$11.3M ﹤0.01%
1,017,363
-27,474
1906
$11.3M ﹤0.01%
159,828
-20,142
1907
$11.3M ﹤0.01%
213,719
+663
1908
$11.3M ﹤0.01%
1,013,814
-102,089
1909
$11.3M ﹤0.01%
439,645
-60,334
1910
$11.3M ﹤0.01%
321,172
+137,672
1911
$11.2M ﹤0.01%
794,378
-48,127
1912
$11.2M ﹤0.01%
1,057,347
-17,361
1913
$11.2M ﹤0.01%
338,151
-6,451
1914
$11.2M ﹤0.01%
1,406,564
-662,606
1915
$11.2M ﹤0.01%
658,516
+492,791
1916
$11.2M ﹤0.01%
138,422
+27,123
1917
$11.2M ﹤0.01%
254,532
-11,877
1918
$11.2M ﹤0.01%
759,060
-15,455
1919
$11.1M ﹤0.01%
792,622
-2,524
1920
$11.1M ﹤0.01%
868,179
+3,618
1921
$11.1M ﹤0.01%
109,000
1922
$11.1M ﹤0.01%
429,433
-156,878
1923
$11.1M ﹤0.01%
384,894
-17,988
1924
$11.1M ﹤0.01%
212,280
+95,001
1925
$11.1M ﹤0.01%
233,413
+57,066
75 76
77
78 79