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
2151
$8.74M ﹤0.01%
256,572
-51,020
2152
$8.74M ﹤0.01%
299,247
+245
2153
$8.74M ﹤0.01%
203,556
-64,106
2154
$8.74M ﹤0.01%
62,493
+9,149
2155
$8.74M ﹤0.01%
677,763
-62,805
2156
$8.72M ﹤0.01%
98,431
-7,119
2157
$8.72M ﹤0.01%
248,886
-139,285
2158
$8.71M ﹤0.01%
192,643
+36,989
2159
$8.7M ﹤0.01%
146,021
-6,078
2160
$8.7M ﹤0.01%
558,484
+147,368
2161
$8.7M ﹤0.01%
299,298
+68,346
2162
$8.69M ﹤0.01%
487,330
+10,390
2163
$8.69M ﹤0.01%
516,552
-12,653
2164
$8.69M ﹤0.01%
61,513
-36,215
2165
$8.68M ﹤0.01%
96,491
-5,274
2166
$8.68M ﹤0.01%
292,990
-64,991
2167
$8.66M ﹤0.01%
206,841
+52,462
2168
$8.66M ﹤0.01%
117,907
+26,794
2169
$8.65M ﹤0.01%
638,344
+46,864
2170
$8.64M ﹤0.01%
248,265
+27,328
2171
$8.61M ﹤0.01%
643,841
+31,345
2172
$8.61M ﹤0.01%
378,770
+281,226
2173
$8.61M ﹤0.01%
835,894
-97,543
2174
$8.6M ﹤0.01%
156,287
-193,432
2175
$8.59M ﹤0.01%
376,589
+901