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
2376
$6.95M ﹤0.01%
616,781
-901,949
2377
$6.95M ﹤0.01%
77,308
-18,514
2378
$6.94M ﹤0.01%
157,357
-24,538
2379
$6.94M ﹤0.01%
443,578
-28,590
2380
$6.93M ﹤0.01%
61,968
-9,190
2381
$6.91M ﹤0.01%
278,039
-48,879
2382
$6.9M ﹤0.01%
83,255
+59,410
2383
$6.9M ﹤0.01%
155,743
+1,803
2384
$6.9M ﹤0.01%
306,680
-80,181
2385
$6.9M ﹤0.01%
361,636
+90,740
2386
$6.89M ﹤0.01%
62,232
-6,260
2387
$6.87M ﹤0.01%
194,318
+12,643
2388
$6.87M ﹤0.01%
140,029
-5,868
2389
$6.87M ﹤0.01%
414,110
-387,242
2390
$6.86M ﹤0.01%
134,484
+37,914
2391
$6.84M ﹤0.01%
583,416
+44,010
2392
$6.83M ﹤0.01%
75,329
+3,599
2393
$6.83M ﹤0.01%
125,003
-184,960
2394
$6.82M ﹤0.01%
128,367
-21,524
2395
$6.82M ﹤0.01%
88,664
+45,455
2396
$6.82M ﹤0.01%
364,494
+44,414
2397
$6.81M ﹤0.01%
212,080
+9,559
2398
$6.81M ﹤0.01%
135,822
+29,944
2399
$6.79M ﹤0.01%
76,410
-77,586
2400
$6.79M ﹤0.01%
464,715
+259,234