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
2026
$9.95M ﹤0.01%
567,533
+259,797
2027
$9.93M ﹤0.01%
153,009
-48,868
2028
$9.92M ﹤0.01%
376,338
-53,356
2029
$9.92M ﹤0.01%
642,493
-18,613
2030
$9.87M ﹤0.01%
76,024
-5,118
2031
$9.84M ﹤0.01%
970,775
+824,504
2032
$9.81M ﹤0.01%
569,036
+33,718
2033
$9.81M ﹤0.01%
2,042,705
+1,029,035
2034
$9.77M ﹤0.01%
204,261
+10,524
2035
$9.74M ﹤0.01%
442,797
+1,674
2036
$9.71M ﹤0.01%
200,033
-172,520
2037
$9.71M ﹤0.01%
251,350
+184,598
2038
$9.7M ﹤0.01%
109,337
-122,355
2039
$9.69M ﹤0.01%
276,351
-192,868
2040
$9.69M ﹤0.01%
281,706
-184,741
2041
$9.69M ﹤0.01%
279,583
+39,360
2042
$9.66M ﹤0.01%
147,738
-144,648
2043
$9.66M ﹤0.01%
753,879
+82,734
2044
$9.65M ﹤0.01%
121,545
+31,941
2045
$9.64M ﹤0.01%
146,902
+33,170
2046
$9.63M ﹤0.01%
287,936
+8,884
2047
$9.62M ﹤0.01%
289,336
+74,450
2048
$9.6M ﹤0.01%
534,553
+113,836
2049
$9.59M ﹤0.01%
545,971
-9,619
2050
$9.59M ﹤0.01%
249,809
-71,709