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
2076
$9.34M ﹤0.01%
162,501
+21,794
2077
$9.34M ﹤0.01%
186,895
+62,021
2078
$9.32M ﹤0.01%
177,610
+4,383
2079
$9.31M ﹤0.01%
358,616
+220,781
2080
$9.3M ﹤0.01%
2,247,345
-1,380,481
2081
$9.29M ﹤0.01%
862,241
+106,324
2082
$9.27M ﹤0.01%
589,820
+16,212
2083
$9.27M ﹤0.01%
261,479
-97,649
2084
$9.25M ﹤0.01%
295,841
-150,856
2085
$9.24M ﹤0.01%
203,129
+70,648
2086
$9.22M ﹤0.01%
150,773
+80,002
2087
$9.2M ﹤0.01%
769,236
+108,392
2088
$9.19M ﹤0.01%
448,123
+28,013
2089
$9.19M ﹤0.01%
370,460
-9,843
2090
$9.18M ﹤0.01%
31,913
-2,035
2091
$9.18M ﹤0.01%
959,682
+256,667
2092
$9.17M ﹤0.01%
219,065
-34,655
2093
$9.16M ﹤0.01%
53,918
+3,938
2094
$9.16M ﹤0.01%
536,785
-149,666
2095
$9.16M ﹤0.01%
350,036
-215,621
2096
$9.16M ﹤0.01%
735,149
+15,958
2097
$9.15M ﹤0.01%
241,853
+29,445
2098
$9.15M ﹤0.01%
862,668
-83,382
2099
$9.15M ﹤0.01%
180,750
+54,529
2100
$9.11M ﹤0.01%
924,059
+890,381