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
2051
$9.57M ﹤0.01%
681,148
+24,696
2052
$9.57M ﹤0.01%
532,325
-93,261
2053
$9.53M ﹤0.01%
215,855
-1,443
2054
$9.51M ﹤0.01%
242,710
-28,349
2055
$9.51M ﹤0.01%
185,486
-30,406
2056
$9.5M ﹤0.01%
198,974
+2,432
2057
$9.48M ﹤0.01%
320,035
+61,244
2058
$9.48M ﹤0.01%
1,080,982
-279,655
2059
$9.48M ﹤0.01%
275,553
+230,971
2060
$9.47M ﹤0.01%
467,399
-231,269
2061
$9.47M ﹤0.01%
223,567
-293,477
2062
$9.47M ﹤0.01%
331,330
+239,484
2063
$9.46M ﹤0.01%
246,003
+101,687
2064
$9.46M ﹤0.01%
290,293
-222,042
2065
$9.43M ﹤0.01%
166,909
-150,558
2066
$9.42M ﹤0.01%
198,262
-86,976
2067
$9.42M ﹤0.01%
503,839
+324,788
2068
$9.41M ﹤0.01%
194,902
+34,214
2069
$9.39M ﹤0.01%
787,859
-19,494
2070
$9.39M ﹤0.01%
71,655
+43,082
2071
$9.38M ﹤0.01%
100,294
-2,832
2072
$9.34M ﹤0.01%
1,297,685
+570,866
2073
$9.34M ﹤0.01%
1,402,699
+180,928
2074
$9.34M ﹤0.01%
407,533
+271,195
2075
$9.34M ﹤0.01%
93,051
-72,031