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
1951
$10.7M ﹤0.01%
169,751
+57,675
1952
$10.7M ﹤0.01%
721,171
-183,826
1953
$10.7M ﹤0.01%
197,375
-290,691
1954
$10.7M ﹤0.01%
977,717
-365,693
1955
$10.7M ﹤0.01%
311,595
+34,507
1956
$10.6M ﹤0.01%
145,618
-32,138
1957
$10.6M ﹤0.01%
523,228
-10,855
1958
$10.6M ﹤0.01%
474,237
-413,934
1959
$10.6M ﹤0.01%
686,374
+23,451
1960
$10.6M ﹤0.01%
196,604
+101,028
1961
$10.6M ﹤0.01%
893,969
+254,941
1962
$10.6M ﹤0.01%
601,004
-23,438
1963
$10.6M ﹤0.01%
962,316
-103,820
1964
$10.6M ﹤0.01%
7,944
-4,983
1965
$10.6M ﹤0.01%
437,610
+45,613
1966
$10.5M ﹤0.01%
203,732
-14,011
1967
$10.5M ﹤0.01%
231,842
-303,221
1968
$10.5M ﹤0.01%
361,895
+337,588
1969
$10.5M ﹤0.01%
483,431
-10,204
1970
$10.5M ﹤0.01%
129,592
-19,676
1971
$10.5M ﹤0.01%
299,539
-10,425
1972
$10.5M ﹤0.01%
1,150,753
-126,287
1973
$10.5M ﹤0.01%
1,090,475
-85,693
1974
$10.5M ﹤0.01%
345,732
-197,166
1975
$10.5M ﹤0.01%
727,992
+627,816
77 78
79
80 81