Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
7,040
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
1
$6.89B 2.54%
33,388,185
-11,500,534
2
$4.75B 1.75%
152,594,448
-18,826,508
3
$2.45B 0.9%
89,129,856
-6,976,482
4
$2.2B 0.81%
54,225,424
-2,662,969
5
$2.15B 0.79%
17,324,153
+1,365,810
6
$2.15B 0.79%
67,756,090
+2,896,988
7
$2.05B 0.75%
24,894,904
-3,025,820
8
$1.93B 0.71%
31,805,772
+773,991
9
$1.8B 0.66%
27,542,064
-595,976
10
$1.78B 0.66%
9,107,091
-474,128
11
$1.75B 0.64%
21,317,975
+631,064
12
$1.71B 0.63%
91,728,000
-18,734,920
13
$1.66B 0.61%
16,504,304
-705,084
14
$1.54B 0.57%
27,987,094
+5,713,339
15
$1.52B 0.56%
30,406,642
-140,690
16
$1.5B 0.55%
14,315,878
+414,244
17
$1.44B 0.53%
13,725,929
+461,272
18
$1.35B 0.5%
14,158,930
-180,868
19
$1.26B 0.46%
6,975,860
-377,003
20
$1.26B 0.46%
37,968,128
+21,831,108
21
$1.23B 0.45%
15,795,491
-479,411
22
$1.23B 0.45%
10,342,206
-775,843
23
$1.23B 0.45%
16,270,266
-2,904,489
24
$1.22B 0.45%
37,042,504
+462,327
25
$1.21B 0.44%
24,831,844
+692,094
1
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